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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 | $97,125-61.0% | $86,233-56.1% | $137,256-72.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 8.49% | 74.19%-65.7pp | 61.39%-52.9pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,847 | $2,841-35.0% | $2,504-26.2% | $4,156-55.6% |
| Participant deferral / active EE | $15,529 | $5,180+199.8% | $4,559+240.6% | $6,407+142.4% |
| Admin fee / account holder | $24,140 | $9,725+148.2% | $8,342+189.4% | $12,270+96.7% |