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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 | $30,351 | $126,661-76.0% | $113,397-73.2% | $138,895-78.1% |
| Participation rate | 86.4% | 79.4%+6.9pp | 76.5%+9.9pp | 79.9%+6.4pp |
| Annual return | 8.41% | 25.05%-16.6pp | 23.20%-14.8pp | 145.39%-137.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $44,717 | $14,549+207.3% | $11,957+274.0% | $12,562+256.0% |