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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 | $40,623 | $72,071-43.6% | $68,368-40.6% | $137,256-70.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.15% | 353.14%-341.0pp | 292.57%-280.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,264 | $2,788-18.8% | $2,649-14.5% | $4,156-45.5% |
| Participant deferral / active EE | $5,200 | $4,410+17.9% | $4,123+26.1% | $6,407-18.8% |
| Admin fee / account holder | $1,904 | $5,336-64.3% | $5,150-63.0% | $12,270-84.5% |