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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 | $17,590 | $106,267-83.4% | $96,520-81.8% | $139,456-87.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.24% | 38.45%-34.2pp | 35.72%-31.5pp | 373.45%-369.2pp |
| Employer contribution / active EE | $9,111 | $4,105+121.9% | $3,739+143.7% | $4,753+91.7% |
| Participant deferral / active EE | $39,251 | $5,454+619.6% | $4,879+704.5% | $6,711+484.8% |
| Admin fee / account holder | $173,720 | $7,882+2103.9% | $6,733+2480.1% | $11,407+1422.9% |