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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 | $28,101 | $102,595-72.6% | $94,057-70.1% | $154,746-81.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 7.42% | 583.42%-576.0pp | 480.62%-473.2pp | 172.34%-164.9pp |
| Employer contribution / active EE | $17,503 | $3,147+456.1% | $2,933+496.7% | $4,379+299.7% |
| Participant deferral / active EE | $35,408 | $5,118+591.8% | $4,709+651.9% | $6,730+426.1% |
| Admin fee / account holder | $18,358 | $7,736+137.3% | $7,244+153.4% | $14,365+27.8% |