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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 | $7,884 | $88,754-91.1% | $81,820-90.4% | $145,877-94.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.99% | 1031.77%-1023.8pp | 777.93%-769.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,270 | $3,085-58.8% | $2,915-56.4% | $4,663-72.8% |
| Participant deferral / active EE | $8,583 | $4,648+84.7% | $4,323+98.6% | $6,691+28.3% |
| Admin fee / account holder | $3,942 | $8,424-53.2% | $7,391-46.7% | $13,402-70.6% |