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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 | $89,249 | $156,398-42.9% | $147,318-39.4% | $138,895-35.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.00% | 78.75%-70.8pp | 70.43%-62.4pp | 145.39%-137.4pp |
| Employer contribution / active EE | $2,896 | $4,853-40.3% | $4,593-36.9% | $4,194-31.0% |
| Participant deferral / active EE | $19,778 | $8,237+140.1% | $7,906+150.2% | $6,396+209.2% |
| Admin fee / account holder | $73,961 | $14,976+393.9% | $13,708+439.6% | $12,562+488.8% |