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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 | $103,016 | $124,425-17.2% | $112,040-8.1% | $137,256-24.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 9.38% | 24.72%-15.3pp | 24.52%-15.1pp | 220.34%-211.0pp |
| Employer contribution / active EE | $13,053 | $3,411+282.6% | $2,954+341.9% | $4,156+214.1% |
| Participant deferral / active EE | $21,647 | $5,718+278.5% | $5,098+324.6% | $6,407+237.9% |
| Admin fee / account holder | $28,495 | $15,207+87.4% | $12,098+135.5% | $12,270+132.2% |