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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 | $121,988 | $85,024+43.5% | $70,544+72.9% | $139,466-12.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 8.37% | 30.39%-22.0pp | 32.79%-24.4pp | 373.66%-365.3pp |
| Employer contribution / active EE | $2,351 | $3,912-39.9% | $2,976-21.0% | $4,754-50.5% |
| Participant deferral / active EE | $2,351 | $5,891-60.1% | $4,568-48.5% | $6,712-65.0% |
| Admin fee / account holder | $525 | $8,928-94.1% | $6,427-91.8% | $11,409-95.4% |