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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 | $49,575 | $70,366-29.5% | $66,674-25.6% | $138,895-64.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.57% | 386.41%-376.8pp | 321.24%-311.7pp | 145.39%-135.8pp |
| Employer contribution / active EE | $11,856 | $2,765+328.8% | $2,620+352.5% | $4,194+182.7% |
| Participant deferral / active EE | $8,194 | $4,374+87.3% | $4,084+100.6% | $6,396+28.1% |
| Admin fee / account holder | $1,670 | $5,262-68.3% | $5,098-67.3% | $12,562-86.7% |