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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 | $14,893 | $111,814-86.7% | $103,374-85.6% | $145,959-89.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.29% | 24.77%-19.5pp | 24.89%-19.6pp | 561.95%-556.7pp |
| Employer contribution / active EE | $5,987 | $4,214+42.1% | $3,869+54.7% | $4,661+28.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,912 | $9,754-29.1% | $8,394-17.7% | $13,398-48.4% |