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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 | $38,154 | $114,119-66.6% | $107,187-64.4% | $138,895-72.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 4.77% | 273.21%-268.4pp | 204.55%-199.8pp | 145.39%-140.6pp |
| Employer contribution / active EE | $3,591 | $4,059-11.5% | $3,782-5.1% | $4,194-14.4% |
| Participant deferral / active EE | $17,047 | $5,538+207.8% | $5,096+234.5% | $6,396+166.5% |
| Admin fee / account holder | $29,167 | $10,024+191.0% | $9,162+218.3% | $12,562+132.2% |