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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 | $27,052 | $118,877-77.2% | $96,570-72.0% | $167,536-83.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 4.93% | 50.50%-45.6pp | 37.79%-32.9pp | 478.82%-473.9pp |
| Employer contribution / active EE | $18,096 | $3,121+479.9% | $2,357+667.7% | $4,839+274.0% |
| Participant deferral / active EE | $19,946 | $4,617+332.0% | $3,849+418.2% | $6,342+214.5% |
| Admin fee / account holder | $75,783 | $8,069+839.2% | $6,182+1125.8% | $12,315+515.4% |