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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,930 | $49,976+81.9% | $66,674+36.4% | $82,637+10.0% |
| Participation rate | 92.0% | 63.1%+28.9pp | 73.7%+18.3pp | 68.1%+23.9pp |
| Annual return | 12.12% | 39.09%-27.0pp | 321.24%-309.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,730 | $4,594+24.7% | $5,098+12.4% | $7,339-21.9% |