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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 | $18,637 | $110,801-83.2% | $86,615-78.5% | $167,536-88.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | 4.71% | 116.96%-112.3pp | 63.51%-58.8pp | 478.82%-474.1pp |
| Employer contribution / active EE | $2,572 | $3,245-20.7% | $2,496+3.0% | $4,839-46.9% |
| Participant deferral / active EE | $4,405 | $4,547-3.1% | $3,699+19.1% | $6,342-30.5% |
| Admin fee / account holder | $1,221 | $8,417-85.5% | $5,830-79.1% | $12,315-90.1% |