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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 | $96,971 | $56,544+71.5% | $75,501+28.4% | $70,126+38.3% |
| Participation rate | 78.3% | 68.1%+10.1pp | 72.4%+5.9pp | 69.5%+8.7pp |
| Annual return | 8.41% | 23.59%-15.2pp | 27.35%-18.9pp | 73.15%-64.7pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,481 | $3,827-61.3% | $5,801-74.5% | $4,645-68.1% |