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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 | $53,679 | $175,257-69.4% | $149,717-64.1% | $139,456-61.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.86% | 166.70%-165.8pp | 134.41%-133.5pp | 373.45%-372.6pp |
| Employer contribution / active EE | $17,086 | $5,477+212.0% | $4,820+254.5% | $4,753+259.5% |
| Participant deferral / active EE | $14,511 | $6,521+122.5% | $5,682+155.4% | $6,711+116.2% |
| Admin fee / account holder | $341 | $16,156-97.9% | $13,213-97.4% | $11,407-97.0% |