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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 | $68,720 | $90,530-24.1% | $76,030-9.6% | $145,897-52.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 6.98% | 625.08%-618.1pp | 361.54%-354.6pp | 552.29%-545.3pp |
| Employer contribution / active EE | $800 | $3,319-75.9% | $2,688-70.2% | $4,663-82.8% |
| Participant deferral / active EE | $5,000 | $5,164-3.2% | $4,257+17.4% | $6,689-25.3% |
| Admin fee / account holder | $5,420 | $8,383-35.3% | $6,421-15.6% | $13,390-59.5% |