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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 | $177,226 | $81,476+117.5% | $102,383+73.1% | $80,925+119.0% |
| Participation rate | 90.6% | 66.8%+23.7pp | 74.5%+16.1pp | 67.7%+22.9pp |
| Annual return | 8.18% | 25.59%-17.4pp | 24.94%-16.8pp | 35.65%-27.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,561 | $6,717-17.2% | $8,391-33.7% | $6,940-19.9% |