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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 | $81,027 | $91,559-11.5% | $133,978-39.5% | $79,856+1.5% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.3pp | 69.6%+8.9pp |
| Annual return | 4.20% | 61.85%-57.6pp | 45.10%-40.9pp | 31.71%-27.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $71,242 | $6,321+1027.1% | $8,930+697.8% | $5,306+1242.6% |