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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 | $15,444 | $108,911-85.8% | $100,392-84.6% | $145,884-89.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -0.72% | 58.23%-59.0pp | 49.45%-50.2pp | 551.85%-552.6pp |
| Employer contribution / active EE | $6,795 | $4,420+53.7% | $3,941+72.4% | $4,662+45.7% |
| Participant deferral / active EE | $10,379 | $8,459+22.7% | $8,090+28.3% | $6,690+55.1% |
| Admin fee / account holder | $653 | $9,698-93.3% | $7,904-91.7% | $13,392-95.1% |