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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 | $59,435 | $102,938-42.3% | $94,105-36.8% | $138,895-57.2% |
| Participation rate | 75.0% | 74.6%+0.4pp | 71.9%+3.1pp | 79.9%-4.9pp |
| Annual return | 9.22% | 250.28%-241.1pp | 204.55%-195.3pp | 145.39%-136.2pp |
| Employer contribution / active EE | $1,778 | $2,732-34.9% | $2,504-29.0% | $4,194-57.6% |
| Participant deferral / active EE | $14,723 | $4,196+250.8% | $3,881+279.4% | $6,396+130.2% |
| Admin fee / account holder | $9,407 | $6,600+42.5% | $6,199+51.7% | $12,562-25.1% |