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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 | $107,133 | $110,379-2.9% | $102,412+4.6% | $145,884-26.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.68% | 24.84%-19.2pp | 24.94%-19.3pp | 551.85%-546.2pp |
| Employer contribution / active EE | $7,001 | $4,216+66.0% | $3,870+80.9% | $4,662+50.2% |
| Participant deferral / active EE | $9,334 | $5,622+66.0% | $5,060+84.5% | $6,690+39.5% |
| Admin fee / account holder | $33,048 | $9,745+239.1% | $8,388+294.0% | $13,392+146.8% |