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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 | $8,477 | $88,754-90.4% | $81,820-89.6% | $145,877-94.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.10% | 1031.77%-1026.7pp | 777.93%-772.8pp | 551.28%-546.2pp |
| Employer contribution / active EE | $3,597 | $3,085+16.6% | $2,915+23.4% | $4,663-22.9% |
| Participant deferral / active EE | $1,683 | $4,648-63.8% | $4,323-61.1% | $6,691-74.8% |
| Admin fee / account holder | $10,933 | $8,424+29.8% | $7,391+47.9% | $13,402-18.4% |