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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 | $171,642 | $104,694+63.9% | $85,709+100.3% | $167,536+2.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 6.94% | 21.45%-14.5pp | 21.49%-14.5pp | 478.82%-471.9pp |
| Employer contribution / active EE | $4,970 | $3,337+48.9% | $2,619+89.8% | $4,839+2.7% |
| Participant deferral / active EE | $26,000 | $4,826+438.8% | $3,924+562.7% | $6,342+309.9% |
| Admin fee / account holder | $59,437 | $10,035+492.3% | $6,876+764.4% | $12,315+382.7% |