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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 | $70,622 | $65,367+8.0% | $92,915-24.0% | $72,976-3.2% |
| Participation rate | 92.1% | 68.3%+23.8pp | 76.0%+16.1pp | 69.5%+22.6pp |
| Annual return | -5.56% | 42.11%-47.7pp | 109.45%-115.0pp | 81.02%-86.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,868 | $4,251-32.5% | $5,796-50.5% | $5,124-44.0% |