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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 | $2,641 | $72,071-96.3% | $68,368-96.1% | $137,256-98.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.03% | 353.14%-346.1pp | 292.57%-285.5pp | 220.34%-213.3pp |
| Employer contribution / active EE | $7,057 | $2,788+153.1% | $2,649+166.4% | $4,156+69.8% |
| Participant deferral / active EE | $13,191 | $4,410+199.1% | $4,123+220.0% | $6,407+105.9% |
| Admin fee / account holder | $2,285 | $5,336-57.2% | $5,150-55.6% | $12,270-81.4% |