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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 | $53,821 | $175,257-69.3% | $149,717-64.1% | $139,456-61.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.38% | 166.70%-161.3pp | 134.41%-129.0pp | 373.45%-368.1pp |
| Employer contribution / active EE | $33,147 | $5,477+505.2% | $4,820+587.7% | $4,753+597.4% |
| Participant deferral / active EE | $22,500 | $6,521+245.0% | $5,682+296.0% | $6,711+235.3% |
| Admin fee / account holder | $2,380 | $16,156-85.3% | $13,213-82.0% | $11,407-79.1% |