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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 | $50,888 | $107,666-52.7% | $102,184-50.2% | $154,746-67.1% |
| Participation rate | 84.6% | 83.7%+0.9pp | 82.6%+2.0pp | 80.7%+3.9pp |
| Annual return | 7.72% | 29.33%-21.6pp | 31.58%-23.9pp | 172.34%-164.6pp |
| Employer contribution / active EE | $3,214 | $3,846-16.4% | $3,594-10.6% | $4,379-26.6% |
| Participant deferral / active EE | $4,500 | $8,719-48.4% | $8,309-45.8% | $6,730-33.1% |
| Admin fee / account holder | $21,087 | $12,943+62.9% | $11,609+81.7% | $14,365+46.8% |