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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 | $82,400 | $111,814-26.3% | $103,374-20.3% | $145,959-43.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.93% | 24.77%-15.8pp | 24.89%-16.0pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,802 | $4,214-57.2% | $3,869-53.4% | $4,661-61.3% |
| Participant deferral / active EE | $4,200 | $5,618-25.2% | $5,058-17.0% | $6,689-37.2% |
| Admin fee / account holder | $2,807 | $9,754-71.2% | $8,394-66.6% | $13,398-79.0% |