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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 | $135,952 | $97,550+39.4% | $120,344+13.0% | $87,485+55.4% |
| Participation rate | 76.7% | 72.8%+3.8pp | 76.7%0pp | 68.9%+7.7pp |
| Annual return | 11.30% | 18.41%-7.1pp | 20.30%-9.0pp | 26.06%-14.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $593 | $9,543-93.8% | $12,742-95.3% | $7,775-92.4% |