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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 | $105,496 | $116,190-9.2% | $93,614+12.7% | $152,885-31.0% |
| Participation rate | 92.3% | 78.0%+14.3pp | 75.8%+16.5pp | 82.5%+9.9pp |
| Annual return | 5.81% | 35.96%-30.2pp | 32.76%-27.0pp | 345.39%-339.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,000 | $10,749-72.1% | $7,889-62.0% | $11,598-74.1% |