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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 | $37,869 | $108,882-65.2% | $96,754-60.9% | $154,746-75.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 8.49% | 98.39%-89.9pp | 82.04%-73.5pp | 172.34%-163.8pp |
| Employer contribution / active EE | $1,847 | $3,018-38.8% | $2,679-31.1% | $4,379-57.8% |
| Participant deferral / active EE | $15,529 | $5,323+191.8% | $4,758+226.4% | $6,730+130.7% |
| Admin fee / account holder | $24,140 | $10,200+136.7% | $8,905+171.1% | $14,365+68.0% |