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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 | $97,031 | $92,798+4.6% | $96,707+0.3% | $137,256-29.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 11.57% | 31.24%-19.7pp | 34.78%-23.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $26,575 | $4,147+540.7% | $4,191+534.1% | $4,156+539.4% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,963 | $7,946-62.7% | $7,503-60.5% | $12,270-75.9% |