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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 | $27,186 | $117,859-76.9% | $102,438-73.5% | $145,959-81.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.32% | 31.72%-27.4pp | 29.37%-25.0pp | 561.95%-557.6pp |
| Employer contribution / active EE | $4,912 | $3,615+35.9% | $3,024+62.5% | $4,661+5.4% |
| Participant deferral / active EE | $9,824 | $5,732+71.4% | $5,054+94.4% | $6,689+46.9% |
| Admin fee / account holder | $87,402 | $13,318+556.3% | $9,448+825.1% | $13,398+552.4% |