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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 | $153,751 | $141,004+9.0% | $112,273+36.9% | $139,466+10.2% |
| Participation rate | 92.3% | 79.2%+13.1pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | -7.85% | 32.75%-40.6pp | 30.23%-38.1pp | 373.66%-381.5pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,451 | $9,959-55.3% | $7,752-42.6% | $11,409-61.0% |