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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 | $40,104 | $227,291-82.4% | $214,702-81.3% | $155,188-74.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 1.56% | 60.08%-58.5pp | 54.55%-53.0pp | 148.84%-147.3pp |
| Employer contribution / active EE | $22,379 | $6,772+230.5% | $6,461+246.4% | $4,248+426.8% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $64,495 | $20,413+216.0% | $19,830+225.2% | $14,480+345.4% |