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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 | $96,302 | $91,559+5.2% | $133,971-28.1% | $79,852+20.6% |
| Participation rate | 85.4% | 73.3%+12.0pp | 79.8%+5.5pp | 69.6%+15.7pp |
| Annual return | 9.86% | 61.85%-52.0pp | 45.09%-35.2pp | 31.72%-21.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,131 | $6,321-82.1% | $8,929-87.3% | $5,306-78.7% |