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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 | $185,141-78.0% | $153,416-73.5% | $155,188-73.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 4.33% | 18.72%-14.4pp | 17.84%-13.5pp | 148.84%-144.5pp |
| Employer contribution / active EE | $7,029 | $4,489+56.6% | $3,764+86.7% | $4,248+65.5% |
| Participant deferral / active EE | $26,423 | $5,477+382.4% | $4,723+459.4% | $6,531+304.6% |
| Admin fee / account holder | $25,884 | $16,005+61.7% | $13,095+97.7% | $14,480+78.8% |