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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 | $36,396 | $197,625-81.6% | $177,840-79.5% | $158,966-77.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.28% | 58.76%-54.5pp | 48.32%-44.0pp | 302.95%-298.7pp |
| Employer contribution / active EE | $3,051 | $6,698-54.5% | $5,919-48.5% | $4,762-35.9% |
| Participant deferral / active EE | $6,101 | $8,405-27.4% | $7,714-20.9% | $5,983+2.0% |
| Admin fee / account holder | $717 | $15,405-95.3% | $12,431-94.2% | $11,250-93.6% |