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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 | $21,931 | $172,111-87.3% | $150,298-85.4% | $137,256-84.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.86% | 69.37%-64.5pp | 62.79%-57.9pp | 220.34%-215.5pp |
| Employer contribution / active EE | $12,094 | $4,636+160.9% | $4,154+191.1% | $4,156+191.0% |
| Participant deferral / active EE | $37,814 | $6,166+513.3% | $5,453+593.5% | $6,407+490.2% |
| Admin fee / account holder | $79,120 | $16,471+380.4% | $14,116+460.5% | $12,270+544.8% |