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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 | $133,006 | $104,664+27.1% | $85,693+55.2% | $167,518-20.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 2.99% | 21.45%-18.5pp | 21.49%-18.5pp | 478.71%-475.7pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,158 | $10,032-48.6% | $6,874-25.0% | $12,312-58.1% |