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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 | $26,602 | $138,312-80.8% | $122,979-78.4% | $155,188-82.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 3.40% | 22.06%-18.7pp | 20.12%-16.7pp | 148.84%-145.4pp |
| Employer contribution / active EE | $12,485 | $3,530+253.6% | $3,062+307.7% | $4,248+193.9% |
| Participant deferral / active EE | $2,999 | $5,592-46.4% | $5,003-40.1% | $6,531-54.1% |
| Admin fee / account holder | $104,189 | $15,089+590.5% | $12,864+709.9% | $14,480+619.6% |