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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 | $54,344 | $111,814-51.4% | $103,378-47.4% | $145,978-62.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.24% | 24.80%-21.6pp | 24.91%-21.7pp | 550.52%-547.3pp |
| Employer contribution / active EE | $161,968 | $4,215+3742.6% | $3,870+4084.9% | $4,662+3374.4% |
| Participant deferral / active EE | $30,157 | $5,618+436.8% | $5,058+496.3% | $6,690+350.8% |
| Admin fee / account holder | $10,495 | $9,764+7.5% | $8,401+24.9% | $13,400-21.7% |