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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 | $9,219 | $111,535-91.7% | $105,223-91.2% | $137,256-93.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.96% | 237.85%-228.9pp | 180.65%-171.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,407 | $3,939-64.3% | $3,689-61.9% | $4,156-66.2% |
| Participant deferral / active EE | $2,479 | $5,500-54.9% | $5,072-51.1% | $6,407-61.3% |
| Admin fee / account holder | $6,469 | $9,721-33.5% | $8,859-27.0% | $12,270-47.3% |