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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 | $21,007 | $185,312-88.7% | $161,489-87.0% | $154,746-86.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.53% | 103.84%-97.3pp | 89.72%-83.2pp | 172.34%-165.8pp |
| Employer contribution / active EE | $1,841 | $4,769-61.4% | $4,268-56.9% | $4,379-58.0% |
| Participant deferral / active EE | $3,682 | $6,350-42.0% | $5,630-34.6% | $6,730-45.3% |
| Admin fee / account holder | $1,861 | $18,654-90.0% | $16,006-88.4% | $14,365-87.0% |