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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 | $81,446+117.6% | $103,374+71.4% | $80,874+119.1% |
| Participation rate | 90.6% | 66.9%+23.7pp | 74.5%+16.1pp | 67.6%+22.9pp |
| Annual return | 8.18% | 25.57%-17.4pp | 24.89%-16.7pp | 35.62%-27.4pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,561 | $6,715-17.2% | $8,394-33.8% | $6,935-19.8% |