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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 | $80,737 | $146,267-44.8% | $197,124-59.0% | $82,448-2.1% |
| Participation rate | 88.5% | 84.0%+4.4pp | 86.7%+1.7pp | 68.1%+20.4pp |
| Annual return | 1.47% | 29.61%-28.1pp | 44.34%-42.9pp | 41.64%-40.2pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $15,527 | $14,422+7.7% | $16,298-4.7% | $7,234+114.6% |