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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 | $121,872 | $97,765+24.7% | $103,486+17.8% | $145,884-16.5% |
| Participation rate | 0.0% | 81.1%-81.1pp | 80.5%-80.5pp | 80.3%-80.3pp |
| Annual return | 7.99% | 25.44%-17.4pp | 23.93%-15.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $0 | $4,687-100.0% | $4,679-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,606-100.0% | $6,628-100.0% | $6,690-100.0% |
| Admin fee / account holder | $180,548 | $12,505+1343.8% | $9,354+1830.2% | $13,392+1248.2% |