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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 | $6,094 | $87,166-93.0% | $76,735-92.1% | $137,256-95.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 5.06% | 26.50%-21.4pp | 29.77%-24.7pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,404 | $2,904-51.7% | $2,454-42.8% | $4,156-66.2% |
| Participant deferral / active EE | $9,067 | $4,726+91.8% | $4,088+121.8% | $6,407+41.5% |
| Admin fee / account holder | $1,859 | $8,403-77.9% | $7,189-74.1% | $12,270-84.9% |