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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 | $40,682 | $161,352-74.8% | $134,172-69.7% | $137,256-70.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 4.33% | 28.72%-24.4pp | 25.30%-21.0pp | 220.34%-216.0pp |
| Employer contribution / active EE | $7,029 | $4,099+71.5% | $3,420+105.5% | $4,156+69.1% |
| Participant deferral / active EE | $26,423 | $5,552+375.9% | $4,690+463.3% | $6,407+312.4% |
| Admin fee / account holder | $25,884 | $15,028+72.2% | $12,016+115.4% | $12,270+111.0% |