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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 | $82,833 | $124,425-33.4% | $112,040-26.1% | $137,256-39.7% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 9.51% | 24.72%-15.2pp | 24.52%-15.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $13,730 | $3,411+302.5% | $2,954+364.8% | $4,156+230.4% |
| Participant deferral / active EE | $30,735 | $5,718+437.5% | $5,098+502.9% | $6,407+379.7% |
| Admin fee / account holder | $99,214 | $15,207+552.4% | $12,098+720.1% | $12,270+708.6% |