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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 | $142,132 | $99,875+42.3% | $146,866-3.2% | $86,983+63.4% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.5%+7.1pp | 69.5%+20.1pp |
| Annual return | 11.80% | 28.10%-16.3pp | 102.85%-91.1pp | 25.83%-14.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $65,507 | $7,838+735.8% | $13,620+381.0% | $7,856+733.9% |