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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 | $47,752 | $96,678-50.6% | $86,640-44.9% | $139,466-65.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.35% | 106.69%-97.3pp | 592.52%-583.2pp | 373.66%-364.3pp |
| Employer contribution / active EE | $7,181 | $3,265+119.9% | $3,024+137.4% | $4,754+51.1% |
| Participant deferral / active EE | $5,481 | $4,837+13.3% | $4,438+23.5% | $6,712-18.3% |
| Admin fee / account holder | $3,254 | $6,410-49.2% | $5,616-42.1% | $11,409-71.5% |