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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 | $106,178 | $96,508+10.0% | $75,901+39.9% | $152,897-30.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 9.19% | 33.99%-24.8pp | 30.76%-21.6pp | 345.43%-336.2pp |
| Employer contribution / active EE | $1,369 | $3,310-58.6% | $2,501-45.3% | $4,764-71.3% |
| Participant deferral / active EE | $1,369 | $4,554-69.9% | $3,603-62.0% | $5,851-76.6% |
| Admin fee / account holder | $1,249 | $8,081-84.5% | $5,420-77.0% | $11,599-89.2% |