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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 | $105,238 | $210,908-50.1% | $153,643-31.5% | $145,884-27.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 8.29% | 13.46%-5.2pp | 15.71%-7.4pp | 551.85%-543.6pp |
| Employer contribution / active EE | $0 | $6,055-100.0% | $5,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $7,976-100.0% | $6,754-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,016 | $19,477-58.8% | $12,739-37.1% | $13,392-40.1% |