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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 | $224,813 | $58,057+287.2% | $97,032+131.7% | $86,983+158.5% |
| Participation rate | 77.5% | 60.4%+17.1pp | 71.6%+5.9pp | 69.5%+8.0pp |
| Annual return | 6.29% | 22.26%-16.0pp | 35.38%-29.1pp | 25.83%-19.5pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,244-100.0% | $4,672-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,237 | $4,839+70.2% | $9,418-12.5% | $7,856+4.8% |