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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 | $54,842 | $102,938-46.7% | $94,105-41.7% | $138,895-60.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 7.62% | 250.28%-242.7pp | 204.55%-196.9pp | 145.39%-137.8pp |
| Employer contribution / active EE | $11,318 | $2,732+314.3% | $2,504+351.9% | $4,194+169.8% |
| Participant deferral / active EE | $22,437 | $4,196+434.7% | $3,881+478.2% | $6,396+250.8% |
| Admin fee / account holder | $6,349 | $6,600-3.8% | $6,199+2.4% | $12,562-49.5% |