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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 | $83,898+33.0% | $133,346-16.3% | $94,015+18.7% |
| Participation rate | 86.8% | 63.4%+23.4pp | 72.8%+13.9pp | 70.8%+16.0pp |
| Annual return | 5.75% | 16.00%-10.2pp | 36.85%-31.1pp | 17.84%-12.1pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $20,669 | $7,809+164.7% | $14,264+44.9% | $8,951+130.9% |