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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 | $88,815-91.1% | $81,882-90.4% | $145,897-94.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.99% | 1033.75%-1025.8pp | 779.47%-771.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,270 | $3,086-58.9% | $2,916-56.4% | $4,663-72.8% |
| Participant deferral / active EE | $8,583 | $4,647+84.7% | $4,323+98.5% | $6,689+28.3% |
| Admin fee / account holder | $3,942 | $8,434-53.3% | $7,360-46.4% | $13,390-70.6% |