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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 | $53,905 | $96,691-44.3% | $86,656-37.8% | $139,487-61.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.59% | 106.87%-100.3pp | 593.09%-586.5pp | 373.84%-367.2pp |
| Employer contribution / active EE | $4,784 | $3,267+46.4% | $3,025+58.1% | $4,755+0.6% |
| Participant deferral / active EE | $5,920 | $4,838+22.4% | $4,439+33.4% | $6,713-11.8% |
| Admin fee / account holder | $25,009 | $6,414+289.9% | $5,619+345.1% | $11,407+119.2% |