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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 | $8,544 | $122,962-93.1% | $71,585-88.1% | $138,895-93.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 5.84% | 37.84%-32.0pp | 59.26%-53.4pp | 145.39%-139.6pp |
| Employer contribution / active EE | $13,118 | $2,620+400.8% | $1,669+686.2% | $4,194+212.8% |
| Participant deferral / active EE | $36,296 | $4,311+741.9% | $2,923+1141.6% | $6,396+467.5% |
| Admin fee / account holder | $7,510 | $6,488+15.8% | $4,712+59.4% | $12,562-40.2% |