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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 | $80,532 | $102,245-21.2% | $89,340-9.9% | $137,256-41.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.06% | 21.89%-12.8pp | 20.57%-11.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $31,458 | $2,529+1143.8% | $2,231+1309.9% | $4,156+656.9% |
| Participant deferral / active EE | $3,534 | $4,436-20.3% | $3,823-7.6% | $6,407-44.8% |
| Admin fee / account holder | $93,799 | $8,085+1060.1% | $6,704+1299.2% | $12,270+664.5% |