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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 | $102,595-38.5% | $94,057-32.9% | $154,746-59.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 9.21% | 583.42%-574.2pp | 480.62%-471.4pp | 172.34%-163.1pp |
| Employer contribution / active EE | $2,274 | $3,147-27.8% | $2,933-22.5% | $4,379-48.1% |
| Participant deferral / active EE | $3,001 | $5,118-41.4% | $4,709-36.3% | $6,730-55.4% |
| Admin fee / account holder | $21,946 | $7,736+183.7% | $7,244+202.9% | $14,365+52.8% |