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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 | $132,040 | $90,467+46.0% | $93,759+40.8% | $134,532-1.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 81.0%-1.0pp | 81.2%-1.2pp |
| Annual return | -21.19% | -15.72%-5.5pp | -11.33%-9.9pp | 418.27%-439.5pp |
| Employer contribution / active EE | $6,319 | $4,345+45.4% | $4,324+46.1% | $4,741+33.3% |
| Participant deferral / active EE | $10,041 | $5,980+67.9% | $6,096+64.7% | $6,401+56.9% |
| Admin fee / account holder | $3,624 | $9,258-60.9% | $7,197-49.7% | $11,429-68.3% |