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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 | $84,154 | $116,203-27.6% | $93,621-10.1% | $152,897-45.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.8%+4.2pp | 82.5%-2.5pp |
| Annual return | 8.12% | 35.96%-27.8pp | 32.76%-24.6pp | 345.43%-337.3pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,125 | $10,751-24.4% | $7,890+3.0% | $11,599-30.0% |