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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 | $102,938-92.1% | $94,105-91.4% | $138,895-94.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | -3.52% | 250.28%-253.8pp | 204.55%-208.1pp | 145.39%-148.9pp |
| Employer contribution / active EE | $4,709 | $2,732+72.4% | $2,504+88.0% | $4,194+12.3% |
| Participant deferral / active EE | $6,635 | $4,196+58.1% | $3,881+71.0% | $6,396+3.7% |
| Admin fee / account holder | $4,179 | $6,600-36.7% | $6,199-32.6% | $12,562-66.7% |