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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 | $81,008 | $83,485-3.0% | $125,180-35.3% | $72,983+11.0% |
| Participation rate | 81.0% | 73.3%+7.6pp | 79.8%+1.2pp | 69.5%+11.5pp |
| Annual return | 14.97% | 25.78%-10.8pp | 43.79%-28.8pp | 81.01%-66.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $836 | $5,518-84.8% | $9,703-91.4% | $5,124-83.7% |