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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 | $143,857 | $156,616-8.1% | $133,346+7.9% | $198,609-27.6% |
| Participation rate | 80.0% | 77.7%+2.3pp | 72.8%+7.2pp | 82.4%-2.4pp |
| Annual return | -20.10% | 44.25%-64.4pp | 36.85%-57.0pp | 202.70%-222.8pp |
| 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 | $14,022 | $17,468-19.7% | $14,264-1.7% | $19,030-26.3% |