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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 | $143,258 | $87,166+64.4% | $76,735+86.7% | $137,256+4.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 7.99% | 26.50%-18.5pp | 29.77%-21.8pp | 220.34%-212.4pp |
| Employer contribution / active EE | $3,032 | $2,904+4.4% | $2,454+23.5% | $4,156-27.0% |
| Participant deferral / active EE | $3,032 | $4,726-35.8% | $4,088-25.8% | $6,407-52.7% |
| Admin fee / account holder | $660 | $8,403-92.1% | $7,189-90.8% | $12,270-94.6% |