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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 | $129,498 | $55,902+131.7% | $76,030+70.3% | $80,959+60.0% |
| Participation rate | 76.3% | 62.1%+14.3pp | 69.1%+7.3pp | 67.7%+8.6pp |
| Annual return | -10.96% | 20.59%-31.6pp | 361.54%-372.5pp | 35.67%-46.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,410 | $5,239-15.8% | $6,421-31.3% | $6,925-36.3% |