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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 | $48,565 | $142,392-65.9% | $119,622-59.4% | $134,532-63.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.62% | -12.46%-12.2pp | -14.98%-9.6pp | 418.27%-442.9pp |
| Employer contribution / active EE | $67,434 | $5,224+1190.9% | $4,232+1493.4% | $4,741+1322.3% |
| Participant deferral / active EE | $162,884 | $6,467+2418.6% | $5,601+2808.4% | $6,401+2444.7% |
| Admin fee / account holder | $11,958 | $13,593-12.0% | $10,328+15.8% | $11,429+4.6% |