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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 | $26,097 | $160,070-83.7% | $147,117-82.3% | $145,897-82.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.77% | 98.69%-91.9pp | 420.54%-413.8pp | 552.29%-545.5pp |
| Employer contribution / active EE | $65,994 | $5,285+1148.8% | $4,932+1237.9% | $4,663+1315.4% |
| Participant deferral / active EE | $211,978 | $8,419+2417.7% | $8,065+2528.5% | $6,689+3068.9% |
| Admin fee / account holder | $204,022 | $15,035+1257.0% | $12,993+1470.3% | $13,390+1423.6% |