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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 | $89,571 | $126,661-29.3% | $113,397-21.0% | $138,895-35.5% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.5%-76.5pp | 79.9%-79.9pp |
| Annual return | 9.47% | 25.05%-15.6pp | 23.20%-13.7pp | 145.39%-135.9pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,690 | $14,549-88.4% | $11,957-85.9% | $12,562-86.5% |