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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 | $10,697 | $100,970-89.4% | $96,576-88.9% | $137,256-92.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.02% | 38.16%-27.1pp | 38.47%-27.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $4,160 | $3,809+9.2% | $3,553+17.1% | $4,156+0.1% |
| Participant deferral / active EE | $4,157 | $8,286-49.8% | $7,956-47.8% | $6,407-35.1% |
| Admin fee / account holder | $7,873 | $11,312-30.4% | $11,381-30.8% | $12,270-35.8% |