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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 | $91,532 | $165,399-44.7% | $149,745-38.9% | $158,982-42.4% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 6.35% | 348.34%-342.0pp | 276.72%-270.4pp | 302.99%-296.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $157,533 | $10,811+1357.1% | $9,312+1591.8% | $11,252+1300.1% |