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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 | $64,461 | $150,197-57.1% | $120,368-46.4% | $145,959-55.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.83% | 154.26%-146.4pp | 107.26%-99.4pp | 561.95%-554.1pp |
| Employer contribution / active EE | $2,056 | $4,350-52.8% | $3,465-40.7% | $4,661-55.9% |
| Participant deferral / active EE | $3,789 | $6,174-38.6% | $4,991-24.1% | $6,689-43.3% |
| Admin fee / account holder | $16,100 | $12,216+31.8% | $9,429+70.8% | $13,398+20.2% |