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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 | $163,003 | $105,149+55.0% | $94,659+72.2% | $139,427+16.9% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 8.51% | 38.04%-29.5pp | 156.75%-148.2pp | 373.27%-364.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,673-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $7,600-100.0% | $7,419-100.0% | $6,711-100.0% |
| Admin fee / account holder | $175,763 | $8,986+1855.9% | $7,232+2330.4% | $11,404+1441.2% |