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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 | $184,674 | $100,279+84.2% | $81,353+127.0% | $145,884+26.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 3.93% | 34.49%-30.6pp | 24.82%-20.9pp | 551.85%-547.9pp |
| Employer contribution / active EE | $9,300 | $2,979+212.2% | $2,464+277.5% | $4,662+99.5% |
| Participant deferral / active EE | $30,500 | $4,611+561.5% | $3,885+685.2% | $6,690+355.9% |
| Admin fee / account holder | $271,696 | $8,206+3210.7% | $5,766+4611.8% | $13,392+1928.8% |