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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 | $102,809 | $98,463+4.4% | $119,237-13.8% | $85,851+19.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 11.45% | 38.53%-27.1pp | 30.70%-19.2pp | 318.63%-307.2pp |
| Employer contribution / active EE | $0 | $3,698-100.0% | $4,383-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,112-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,760 | $7,493-36.5% | $7,229-34.1% | $6,261-24.0% |