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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 | $12,886 | $88,996-85.5% | $78,004-83.5% | $138,895-90.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | -19.38% | 28.03%-47.4pp | 31.07%-50.4pp | 145.39%-164.8pp |
| Employer contribution / active EE | $4,637 | $2,917+59.0% | $2,469+87.8% | $4,194+10.6% |
| Participant deferral / active EE | $7,437 | $4,724+57.4% | $4,092+81.8% | $6,396+16.3% |
| Admin fee / account holder | $12,555 | $8,807+42.6% | $7,578+65.7% | $12,562-0.1% |