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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 | $98,266 | $136,307-27.9% | $106,619-7.8% | $273,972-64.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -4.67% | 11.05%-15.7pp | 9.42%-14.1pp | 41.46%-46.1pp |
| Employer contribution / active EE | $66,667 | $5,190+1184.6% | $3,947+1589.2% | $4,869+1269.3% |
| Participant deferral / active EE | $31,345 | $4,969+530.8% | $3,930+697.6% | $5,287+492.9% |
| Admin fee / account holder | $4,667 | $8,625-45.9% | $6,418-27.3% | $10,133-53.9% |