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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 | $111,576 | $76,834+45.2% | $108,359+3.0% | $87,485+27.5% |
| Participation rate | 86.8% | 61.7%+25.1pp | 70.1%+16.7pp | 68.9%+17.9pp |
| Annual return | 5.75% | 19.09%-13.3pp | 36.89%-31.1pp | 26.06%-20.3pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $20,669 | $6,537+216.2% | $9,741+112.2% | $7,775+165.9% |