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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 | $117,734 | $227,291-48.2% | $214,702-45.2% | $155,188-24.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 6.07% | 60.08%-54.0pp | 54.55%-48.5pp | 148.84%-142.8pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,252 | $9,582+100.9% | $9,147+110.5% | $6,531+194.8% |
| Admin fee / account holder | $3,481 | $20,413-82.9% | $19,830-82.4% | $14,480-76.0% |