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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 | $43,622 | $65,685-33.6% | $57,181-23.7% | $273,965-84.1% |
| Participation rate | 93.8% | 78.3%+15.4pp | 75.3%+18.4pp | 83.0%+10.7pp |
| Annual return | 0.60% | 21.99%-21.4pp | 14.59%-14.0pp | 41.45%-40.9pp |
| Employer contribution / active EE | $8,375 | $3,279+155.5% | $2,682+212.2% | $4,869+72.0% |
| Participant deferral / active EE | $4,142 | $3,781+9.5% | $3,096+33.8% | $5,287-21.7% |
| Admin fee / account holder | $2,303 | $4,835-52.4% | $3,139-26.6% | $10,132-77.3% |