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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 | $15,629 | $100,970-84.5% | $96,576-83.8% | $137,256-88.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 10.62% | 38.16%-27.5pp | 38.47%-27.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,874 | $3,809+1.7% | $3,553+9.0% | $4,156-6.8% |
| Participant deferral / active EE | $3,385 | $8,286-59.1% | $7,956-57.5% | $6,407-47.2% |
| Admin fee / account holder | $11,087 | $11,312-2.0% | $11,381-2.6% | $12,270-9.6% |