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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 | $190,106 | $141,004+34.8% | $112,273+69.3% | $139,466+36.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -8.86% | 32.75%-41.6pp | 30.23%-39.1pp | 373.66%-382.5pp |
| Employer contribution / active EE | $150,000 | $4,285+3400.7% | $3,431+4271.5% | $4,754+3055.3% |
| Participant deferral / active EE | $26,231 | $5,878+346.3% | $4,800+446.5% | $6,712+290.8% |
| Admin fee / account holder | $1,614 | $9,959-83.8% | $7,752-79.2% | $11,409-85.8% |