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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 | $20,143 | $77,416-74.0% | $69,464-71.0% | $152,897-86.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.54% | 39.08%-35.5pp | 28.98%-25.4pp | 345.43%-341.9pp |
| Employer contribution / active EE | $6,588 | $3,315+98.8% | $2,779+137.0% | $4,764+38.3% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $558 | $6,208-91.0% | $3,840-85.5% | $11,599-95.2% |