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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 | $14,926 | $174,379-91.4% | $152,093-90.2% | $138,895-89.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | -62.35% | 74.86%-137.2pp | 66.36%-128.7pp | 145.39%-207.7pp |
| Employer contribution / active EE | $2,546 | $4,652-45.3% | $4,175-39.0% | $4,194-39.3% |
| Participant deferral / active EE | $1,680 | $6,159-72.7% | $5,451-69.2% | $6,396-73.7% |
| Admin fee / account holder | $337 | $16,880-98.0% | $14,497-97.7% | $12,562-97.3% |