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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 | $71,909 | $58,493+22.9% | $84,021-14.4% | $72,975-1.5% |
| Participation rate | 98.4% | 61.2%+37.2pp | 69.0%+29.4pp | 69.5%+28.9pp |
| Annual return | 16.09% | 28.93%-12.8pp | 71.32%-55.2pp | 81.01%-64.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,779 | $4,569+157.8% | $6,102+93.0% | $5,124+129.9% |