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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 | $67,682 | $91,559-26.1% | $133,959-49.5% | $79,858-15.2% |
| Participation rate | 70.4% | 73.3%-3.0pp | 79.8%-9.5pp | 69.6%+0.7pp |
| Annual return | -1.93% | 61.85%-63.8pp | 45.09%-47.0pp | 31.72%-33.6pp |
| 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% | $3,740-100.0% |
| Admin fee / account holder | $7,369 | $6,321+16.6% | $8,928-17.5% | $5,306+38.9% |