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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 | $163,331 | $156,616+4.3% | $133,346+22.5% | $198,609-17.8% |
| Participation rate | 75.0% | 77.7%-2.7pp | 72.8%+2.2pp | 82.4%-7.4pp |
| Annual return | 2.21% | 44.25%-42.0pp | 36.85%-34.6pp | 202.70%-200.5pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $14,106 | $17,468-19.2% | $14,264-1.1% | $19,030-25.9% |