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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% | $155,574-57.8% | $145,877-55.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.37% | 61.37%-57.0pp | 64.87%-60.5pp | 551.28%-546.9pp |
| Employer contribution / active EE | $4,404 | $5,317-17.2% | $4,676-5.8% | $4,663-5.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,687 | $19,316-13.6% | $15,914+4.9% | $13,402+24.5% |