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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 | $159,978-77.6% | $147,041-75.7% | $145,978-75.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.89% | 98.36%-89.5pp | 419.21%-410.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $4,418 | $5,288-16.5% | $4,935-10.5% | $4,662-5.2% |
| Participant deferral / active EE | $20,055 | $8,429+137.9% | $8,071+148.5% | $6,690+199.8% |
| Admin fee / account holder | $6,066 | $15,053-59.7% | $13,006-53.4% | $13,400-54.7% |