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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 | $154,686 | $178,174-13.2% | $156,181-1.0% | $137,256+12.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.59% | 84.19%-74.6pp | 64.87%-55.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,940 | $4,972-40.9% | $4,294-31.5% | $4,156-29.3% |
| Participant deferral / active EE | $36,085 | $6,888+423.9% | $6,132+488.4% | $6,407+463.2% |
| Admin fee / account holder | $1,386 | $17,404-92.0% | $14,586-90.5% | $12,270-88.7% |