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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 | $80,049 | $138,393-42.2% | $184,256-56.6% | $80,959-1.1% |
| Participation rate | 92.6% | 83.9%+8.7pp | 86.8%+5.8pp | 67.7%+24.9pp |
| Annual return | -11.68% | 20.01%-31.7pp | 28.85%-40.5pp | 35.67%-47.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $26,309 | $10,489+150.8% | $13,899+89.3% | $6,925+279.9% |