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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 | $135,258 | $67,411+100.6% | $91,004+48.6% | $70,126+92.9% |
| Participation rate | 84.0% | 71.4%+12.6pp | 75.6%+8.4pp | 69.5%+14.5pp |
| Annual return | 6.35% | -40.16%+46.5pp | 4.60%+1.8pp | 73.15%-66.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,369 | $4,236+144.8% | $5,417+91.4% | $4,645+123.2% |