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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 | $30,021 | $159,978-81.2% | $147,041-79.6% | $145,978-79.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.25% | 98.36%-91.1pp | 419.21%-412.0pp | 550.52%-543.3pp |
| Employer contribution / active EE | $2,712 | $5,288-48.7% | $4,935-45.0% | $4,662-41.8% |
| Participant deferral / active EE | $11,936 | $8,429+41.6% | $8,071+47.9% | $6,690+78.4% |
| Admin fee / account holder | $3,636 | $15,053-75.8% | $13,006-72.0% | $13,400-72.9% |