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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 | $76,188 | $175,231-56.5% | $149,696-49.1% | $139,466-45.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.97% | 166.77%-164.8pp | 134.46%-132.5pp | 373.66%-371.7pp |
| Employer contribution / active EE | $3,687 | $5,478-32.7% | $4,821-23.5% | $4,754-22.4% |
| Participant deferral / active EE | $47,000 | $6,521+620.7% | $5,682+727.2% | $6,712+600.2% |
| Admin fee / account holder | $759 | $16,155-95.3% | $13,212-94.3% | $11,409-93.3% |