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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 | $48,449 | $99,345-51.2% | $84,753-42.8% | $273,972-82.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.99% | 22.93%-20.9pp | 22.78%-20.8pp | 41.46%-39.5pp |
| Employer contribution / active EE | $3,348 | $4,214-20.5% | $3,574-6.3% | $4,869-31.2% |
| Participant deferral / active EE | $8,996 | $4,270+110.7% | $3,712+142.4% | $5,287+70.1% |
| Admin fee / account holder | $26,034 | $6,645+291.8% | $5,333+388.2% | $10,133+156.9% |