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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 | $95,353 | $65,712+45.1% | $57,196+66.7% | $273,972-65.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.97% | 22.01%-21.0pp | 14.59%-13.6pp | 41.46%-40.5pp |
| Employer contribution / active EE | $8,197 | $3,280+149.9% | $2,683+205.5% | $4,869+68.4% |
| Participant deferral / active EE | $5,699 | $3,782+50.7% | $3,096+84.1% | $5,287+7.8% |
| Admin fee / account holder | $2,754 | $4,838-43.1% | $3,141-12.3% | $10,133-72.8% |