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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 | $71,621 | $104,098-31.2% | $140,514-49.0% | $94,015-23.8% |
| Participation rate | 82.8% | 73.7%+9.1pp | 77.8%+5.0pp | 70.8%+11.9pp |
| Annual return | -6.90% | 15.14%-22.0pp | 14.36%-21.3pp | 17.84%-24.7pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,120 | $10,439-60.5% | $13,697-69.9% | $8,951-54.0% |