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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 | $29,700 | $105,856-71.9% | $90,161-67.1% | $147,586-79.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.78% | 37.63%-28.8pp | 34.89%-26.1pp | 578.59%-569.8pp |
| Employer contribution / active EE | $3,547 | $4,126-14.1% | $3,318+6.9% | $4,876-27.3% |
| Participant deferral / active EE | $7,093 | $5,733+23.7% | $5,287+34.1% | $5,439+30.4% |
| Admin fee / account holder | $31,805 | $8,046+295.3% | $5,943+435.1% | $10,886+192.2% |