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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 | $113,489 | $175,259-35.2% | $149,723-24.2% | $139,487-18.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.80% | 166.82%-161.0pp | 134.50%-128.7pp | 373.84%-368.0pp |
| Employer contribution / active EE | $3,773 | $5,478-31.1% | $4,821-21.7% | $4,755-20.6% |
| Participant deferral / active EE | $3,104 | $6,522-52.4% | $5,682-45.4% | $6,713-53.8% |
| Admin fee / account holder | $2,817 | $16,158-82.6% | $13,215-78.7% | $11,407-75.3% |