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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 | $135,289 | $142,430-5.0% | $115,170+17.5% | $152,897-11.5% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.5%-7.5pp |
| Annual return | 7.90% | 41.48%-33.6pp | 35.60%-27.7pp | 345.43%-337.5pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,688 | $8,464-80.1% | $7,089-76.2% | $11,599-85.4% |