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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 | $45,720 | $108,942-58.0% | $100,415-54.5% | $145,897-68.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.70% | 58.27%-49.6pp | 49.47%-40.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $6,367 | $4,422+44.0% | $3,943+61.5% | $4,663+36.6% |
| Participant deferral / active EE | $9,649 | $8,461+14.0% | $8,091+19.3% | $6,689+44.2% |
| Admin fee / account holder | $8,891 | $9,702-8.4% | $7,906+12.5% | $13,390-33.6% |