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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 | $22,115 | $111,535-80.2% | $105,223-79.0% | $137,256-83.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 5.54% | 237.85%-232.3pp | 180.65%-175.1pp | 220.34%-214.8pp |
| Employer contribution / active EE | $2,871 | $3,939-27.1% | $3,689-22.2% | $4,156-30.9% |
| Participant deferral / active EE | $3,185 | $5,500-42.1% | $5,072-37.2% | $6,407-50.3% |
| Admin fee / account holder | $2,278 | $9,721-76.6% | $8,859-74.3% | $12,270-81.4% |