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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 | $75,442 | $62,592+20.5% | $85,709-12.0% | $85,847-12.1% |
| Participation rate | 74.4% | 61.1%+13.3pp | 69.9%+4.6pp | 69.3%+5.1pp |
| Annual return | 7.81% | 23.77%-16.0pp | 21.49%-13.7pp | 318.61%-310.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $13,287 | $4,643+186.2% | $6,876+93.2% | $6,261+112.2% |