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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 | $28,048 | $160,028-82.5% | $147,080-80.9% | $145,884-80.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.55% | 98.60%-97.0pp | 420.17%-418.6pp | 551.85%-550.3pp |
| Employer contribution / active EE | $2,840 | $5,286-46.3% | $4,933-42.4% | $4,662-39.1% |
| Participant deferral / active EE | $30,500 | $8,422+262.1% | $8,066+278.1% | $6,690+355.9% |
| Admin fee / account holder | $150,467 | $15,030+901.1% | $12,989+1058.4% | $13,392+1023.6% |