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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 | $97,438 | $117,444-17.0% | $99,479-2.1% | $152,909-36.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 0.44% | 31.87%-31.4pp | 30.72%-30.3pp | 345.46%-345.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $41,997 | $7,635+450.0% | $6,253+571.6% | $11,601+262.0% |