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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 | $73,652 | $181,896-59.5% | $156,551-53.0% | $273,972-73.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -8.01% | 30.74%-38.8pp | 32.23%-40.2pp | 41.46%-49.5pp |
| Employer contribution / active EE | $27,743 | $6,248+344.0% | $5,501+404.3% | $4,869+469.8% |
| Participant deferral / active EE | $24,920 | $5,550+349.0% | $4,871+411.6% | $5,287+371.3% |
| Admin fee / account holder | $6,804 | $15,560-56.3% | $13,028-47.8% | $10,133-32.8% |