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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 | $77,389 | $114,119-32.2% | $107,187-27.8% | $138,895-44.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.83% | 273.21%-263.4pp | 204.55%-194.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $2,550 | $4,059-37.2% | $3,782-32.6% | $4,194-39.2% |
| Participant deferral / active EE | $10,000 | $5,538+80.6% | $5,096+96.2% | $6,396+56.3% |
| Admin fee / account holder | $17,827 | $10,024+77.8% | $9,162+94.6% | $12,562+41.9% |