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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 | $8,088 | $101,618-92.0% | $93,063-91.3% | $137,256-94.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | -3.52% | 223.95%-227.5pp | 34.15%-37.7pp | 220.34%-223.9pp |
| Employer contribution / active EE | $4,709 | $2,707+73.9% | $2,476+90.2% | $4,156+13.3% |
| Participant deferral / active EE | $6,635 | $4,279+55.1% | $3,958+67.6% | $6,407+3.6% |
| Admin fee / account holder | $4,179 | $6,198-32.6% | $6,033-30.7% | $12,270-65.9% |