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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 | $86,438 | $201,370-57.1% | $184,256-53.1% | $145,897-40.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.55% | 29.05%-19.5pp | 28.85%-19.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $5,040 | $7,024-28.2% | $6,427-21.6% | $4,663+8.1% |
| Participant deferral / active EE | $16,546 | $9,808+68.7% | $9,133+81.2% | $6,689+147.4% |
| Admin fee / account holder | $27,134 | $16,364+65.8% | $13,899+95.2% | $13,390+102.6% |