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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 | $73,940+45.1% | $96,496+11.2% | $75,173+42.8% |
| Participation rate | 98.2% | 66.4%+31.8pp | 74.3%+23.9pp | 67.2%+31.0pp |
| Annual return | 6.01% | 26.71%-20.7pp | 35.70%-29.7pp | 160.65%-154.6pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $3,738-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $39,352 | $5,216+654.4% | $6,731+484.7% | $5,651+596.3% |