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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 | $135,234 | $86,940+55.5% | $102,434+32.0% | $80,935+67.1% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.7%+29.2pp |
| Annual return | 0.70% | 18.89%-18.2pp | 29.46%-28.8pp | 35.66%-35.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,497 | $8,047-6.8% | $9,462-20.8% | $6,924+8.3% |