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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 | $66,293 | $85,060-22.1% | $70,565-6.1% | $139,487-52.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 7.43% | 30.39%-23.0pp | 32.79%-25.4pp | 373.84%-366.4pp |
| Employer contribution / active EE | $3,961 | $3,912+1.2% | $2,976+33.1% | $4,755-16.7% |
| Participant deferral / active EE | $4,912 | $5,891-16.6% | $4,568+7.5% | $6,713-26.8% |
| Admin fee / account holder | $3,471 | $8,932-61.1% | $6,430-46.0% | $11,407-69.6% |