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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 | $29,461 | $157,296-81.3% | $141,191-79.1% | $152,897-80.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 12.40% | 64.34%-51.9pp | 71.41%-59.0pp | 345.43%-333.0pp |
| Employer contribution / active EE | $1,060 | $5,262-79.9% | $4,736-77.6% | $4,764-77.7% |
| Participant deferral / active EE | $2,742 | $7,111-61.4% | $6,710-59.1% | $5,851-53.1% |
| Admin fee / account holder | $308 | $12,125-97.5% | $10,264-97.0% | $11,599-97.3% |