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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 | $223,823-82.1% | $211,142-81.0% | $154,746-74.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 1.56% | 50.39%-48.8pp | 46.84%-45.3pp | 172.34%-170.8pp |
| Employer contribution / active EE | $22,379 | $6,787+229.8% | $6,442+247.4% | $4,379+411.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $64,495 | $19,707+227.3% | $19,076+238.1% | $14,365+349.0% |