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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 | $150,435-57.2% | $120,580-46.5% | $145,897-55.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 7.83% | 154.60%-146.8pp | 107.48%-99.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $2,056 | $4,352-52.8% | $3,469-40.7% | $4,663-55.9% |
| Participant deferral / active EE | $3,789 | $6,174-38.6% | $4,995-24.1% | $6,689-43.4% |
| Admin fee / account holder | $16,100 | $12,182+32.2% | $9,418+70.9% | $13,390+20.2% |