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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 | $24,830 | $127,387-80.5% | $115,038-78.4% | $125,389-80.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.59% | 31.28%-34.9pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $15,518 | $5,166+200.4% | $4,608+236.8% | $4,866+218.9% |
| Participant deferral / active EE | $10,935 | $6,423+70.2% | $6,026+81.5% | $5,352+104.3% |
| Admin fee / account holder | $3,296 | $9,516-65.4% | $8,175-59.7% | $9,541-65.5% |