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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 | $88,398 | $183,592-51.9% | $155,567-43.2% | $145,959-39.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.26% | 61.24%-56.0pp | 64.74%-59.5pp | 561.95%-556.7pp |
| Employer contribution / active EE | $2,612 | $5,315-50.9% | $4,674-44.1% | $4,661-44.0% |
| Participant deferral / active EE | $17,517 | $6,464+171.0% | $5,628+211.3% | $6,689+161.9% |
| Admin fee / account holder | $2,114 | $19,318-89.1% | $15,916-86.7% | $13,398-84.2% |