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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 | $35,772 | $160,070-77.7% | $147,117-75.7% | $145,897-75.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.89% | 98.69%-89.8pp | 420.54%-411.7pp | 552.29%-543.4pp |
| Employer contribution / active EE | $4,418 | $5,285-16.4% | $4,932-10.4% | $4,663-5.2% |
| Participant deferral / active EE | $20,055 | $8,419+138.2% | $8,065+148.7% | $6,689+199.8% |
| Admin fee / account holder | $6,066 | $15,035-59.7% | $12,993-53.3% | $13,390-54.7% |