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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% | $155,574-43.2% | $145,877-39.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.26% | 61.37%-56.1pp | 64.87%-59.6pp | 551.28%-546.0pp |
| Employer contribution / active EE | $2,612 | $5,317-50.9% | $4,676-44.1% | $4,663-44.0% |
| Participant deferral / active EE | $17,517 | $6,466+170.9% | $5,629+211.2% | $6,691+161.8% |
| Admin fee / account holder | $2,114 | $19,316-89.1% | $15,914-86.7% | $13,402-84.2% |