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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 | $83,289 | $60,349+38.0% | $74,184+12.3% | $62,881+32.5% |
| Participation rate | 91.0% | 72.7%+18.3pp | 76.6%+14.4pp | 69.3%+21.7pp |
| Annual return | -5.89% | 21.38%-27.3pp | 17.74%-23.6pp | 20.14%-26.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,267 | $4,261-46.8% | $5,586-59.4% | $4,296-47.2% |