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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 | $112,065 | $166,242-32.6% | $165,071-32.1% | $145,884-23.2% |
| Participation rate | 87.0% | 82.0%+4.9pp | 78.6%+8.3pp | 80.3%+6.7pp |
| Annual return | 1.35% | 100.44%-99.1pp | 70.17%-68.8pp | 551.85%-550.5pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,692 | $16,658-41.8% | $12,695-23.7% | $13,392-27.6% |