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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 | $107,310 | $73,988+45.0% | $96,538+11.2% | $75,177+42.7% |
| Participation rate | 98.2% | 66.4%+31.8pp | 74.3%+23.9pp | 67.2%+31.0pp |
| Annual return | 6.01% | 26.73%-20.7pp | 35.74%-29.7pp | 160.75%-154.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $39,352 | $5,220+653.9% | $6,737+484.1% | $5,651+596.3% |