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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 | $33,113 | $111,830-70.4% | $93,696-64.7% | $145,884-77.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.48% | 204.08%-197.6pp | 133.74%-127.3pp | 551.85%-545.4pp |
| Employer contribution / active EE | $900 | $3,093-70.9% | $2,422-62.8% | $4,662-80.7% |
| Participant deferral / active EE | $2,430 | $4,920-50.6% | $4,417-45.0% | $6,690-63.7% |
| Admin fee / account holder | $16,727 | $10,249+63.2% | $8,287+101.9% | $13,392+24.9% |