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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 | $193,223 | $149,741+29.0% | $118,914+62.5% | $158,982+21.5% |
| Participation rate | 83.3% | 82.1%+1.2pp | 75.4%+7.9pp | 82.0%+1.4pp |
| Annual return | 4.56% | 19.94%-15.4pp | 35.89%-31.3pp | 302.99%-298.4pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,342 | $8,607-61.2% | $6,582-49.2% | $11,252-70.3% |