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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 | $87,231 | $91,037-4.2% | $71,671+21.7% | $147,586-40.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 5.52% | 20.48%-15.0pp | 20.65%-15.1pp | 578.59%-573.1pp |
| Employer contribution / active EE | $1,320 | $3,327-60.3% | $2,460-46.3% | $4,876-72.9% |
| Participant deferral / active EE | $1,320 | $4,498-70.7% | $3,438-61.6% | $5,439-75.7% |
| Admin fee / account holder | $1,009 | $8,613-88.3% | $5,558-81.8% | $10,886-90.7% |