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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 | $66,116 | $72,071-8.3% | $68,368-3.3% | $137,256-51.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.26% | 353.14%-343.9pp | 292.57%-283.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $6,351 | $2,788+127.8% | $2,649+139.8% | $4,156+52.8% |
| Participant deferral / active EE | $9,866 | $4,410+123.7% | $4,123+139.3% | $6,407+54.0% |
| Admin fee / account holder | $2,412 | $5,336-54.8% | $5,150-53.2% | $12,270-80.3% |