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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 | $113,492 | $96,731+17.3% | $123,973-8.5% | $86,983+30.5% |
| Participation rate | 85.7% | 70.0%+15.7pp | 76.7%+9.1pp | 69.5%+16.2pp |
| Annual return | 9.62% | 17.33%-7.7pp | 388.13%-378.5pp | 25.83%-16.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,446 | $8,722-60.5% | $11,799-70.8% | $7,856-56.1% |