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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 | $63,083 | $72,071-12.5% | $68,368-7.7% | $137,256-54.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.21% | 353.14%-343.9pp | 292.57%-283.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,274 | $2,788-18.4% | $2,649-14.2% | $4,156-45.3% |
| Participant deferral / active EE | $3,001 | $4,410-31.9% | $4,123-27.2% | $6,407-53.2% |
| Admin fee / account holder | $21,946 | $5,336+311.3% | $5,150+326.2% | $12,270+78.9% |