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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 | $116,167-92.6% | $64,489-86.8% | $137,256-93.8% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 5.84% | 36.55%-30.7pp | 55.03%-49.2pp | 220.34%-214.5pp |
| Employer contribution / active EE | $13,118 | $2,483+428.4% | $1,523+761.3% | $4,156+215.6% |
| Participant deferral / active EE | $36,296 | $4,215+761.1% | $2,778+1206.5% | $6,407+466.5% |
| Admin fee / account holder | $7,510 | $6,188+21.4% | $4,260+76.3% | $12,270-38.8% |