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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 | $39,371 | $174,379-77.4% | $152,093-74.1% | $138,895-71.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.27% | 74.86%-65.6pp | 66.36%-57.1pp | 145.39%-136.1pp |
| Employer contribution / active EE | $1,245 | $4,652-73.2% | $4,175-70.2% | $4,194-70.3% |
| Participant deferral / active EE | $2,420 | $6,159-60.7% | $5,451-55.6% | $6,396-62.2% |
| Admin fee / account holder | $867 | $16,880-94.9% | $14,497-94.0% | $12,562-93.1% |