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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 | $200,814 | $171,272+17.2% | $127,803+57.1% | $152,909+31.3% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.0%-4.0pp | 82.5%-7.5pp |
| Annual return | 4.00% | 23.54%-19.5pp | 26.14%-22.1pp | 345.46%-341.5pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,417 | $14,540-7.7% | $9,399+42.8% | $11,601+15.7% |