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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 | $115,495 | $125,190-7.7% | $105,624+9.3% | $145,897-20.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.17% | 225.22%-217.0pp | 116.20%-108.0pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,034 | $3,720-45.3% | $3,168-35.8% | $4,663-56.4% |
| Participant deferral / active EE | $2,369 | $5,716-58.6% | $5,013-52.7% | $6,689-64.6% |
| Admin fee / account holder | $10,064 | $17,138-41.3% | $10,961-8.2% | $13,390-24.8% |