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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 | $37,525 | $165,381-77.3% | $149,730-74.9% | $158,966-76.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | -5.25% | 348.29%-353.5pp | 276.70%-282.0pp | 302.95%-308.2pp |
| Employer contribution / active EE | $3,989 | $5,104-21.8% | $4,645-14.1% | $4,762-16.2% |
| Participant deferral / active EE | $5,235 | $7,182-27.1% | $6,843-23.5% | $5,983-12.5% |
| Admin fee / account holder | $6,885 | $10,809-36.3% | $9,310-26.1% | $11,250-38.8% |