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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 | $152,026 | $111,814+36.0% | $103,374+47.1% | $145,959+4.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.13% | 24.77%-16.6pp | 24.89%-16.8pp | 561.95%-553.8pp |
| Employer contribution / active EE | $4,309 | $4,214+2.3% | $3,869+11.4% | $4,661-7.5% |
| Participant deferral / active EE | $23,963 | $5,618+326.5% | $5,058+373.8% | $6,689+258.3% |
| Admin fee / account holder | $48,832 | $9,754+400.6% | $8,394+481.7% | $13,398+264.5% |