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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 | $65,657 | $183,592-64.2% | $155,567-57.8% | $145,959-55.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.37% | 61.24%-56.9pp | 64.74%-60.4pp | 561.95%-557.6pp |
| Employer contribution / active EE | $4,404 | $5,315-17.1% | $4,674-5.8% | $4,661-5.5% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,687 | $19,318-13.6% | $15,916+4.8% | $13,398+24.6% |