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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 | $102,609-89.6% | $98,090-89.1% | $138,895-92.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 11.02% | 36.44%-25.4pp | 37.05%-26.0pp | 145.39%-134.4pp |
| Employer contribution / active EE | $4,160 | $3,867+7.6% | $3,606+15.4% | $4,194-0.8% |
| Participant deferral / active EE | $4,157 | $8,167-49.1% | $7,845-47.0% | $6,396-35.0% |
| Admin fee / account holder | $7,873 | $11,434-31.1% | $11,815-33.4% | $12,562-37.3% |