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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 | $53,243 | $53,128+0.2% | $86,582-38.5% | $70,126-24.1% |
| Participation rate | 71.1% | 65.3%+5.7pp | 73.5%-2.5pp | 69.5%+1.5pp |
| Annual return | 12.49% | 27.66%-15.2pp | 965.08%-952.6pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,887 | $3,584-47.3% | $4,904-61.5% | $4,645-59.4% |