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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 | $18,789 | $183,539-89.8% | $155,556-87.9% | $145,897-87.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.33% | 61.31%-53.0pp | 64.84%-56.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,788 | $5,315-66.4% | $4,675-61.8% | $4,663-61.7% |
| Participant deferral / active EE | $3,576 | $6,467-44.7% | $5,631-36.5% | $6,689-46.5% |
| Admin fee / account holder | $2,684 | $19,275-86.1% | $15,885-83.1% | $13,390-80.0% |