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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 | $25,786 | $70,366-63.4% | $66,674-61.3% | $138,895-81.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.65% | 386.41%-375.8pp | 321.24%-310.6pp | 145.39%-134.7pp |
| Employer contribution / active EE | $18,241 | $2,765+559.7% | $2,620+596.2% | $4,194+334.9% |
| Participant deferral / active EE | $23,841 | $4,374+445.1% | $4,084+483.8% | $6,396+272.7% |
| Admin fee / account holder | $12,292 | $5,262+133.6% | $5,098+141.1% | $12,562-2.1% |