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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 | $22,115 | $134,817-83.6% | $123,973-82.2% | $155,188-85.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 5.54% | 515.49%-510.0pp | 388.13%-382.6pp | 148.84%-143.3pp |
| Employer contribution / active EE | $2,871 | $4,425-35.1% | $4,126-30.4% | $4,248-32.4% |
| Participant deferral / active EE | $3,185 | $5,706-44.2% | $5,247-39.3% | $6,531-51.2% |
| Admin fee / account holder | $2,278 | $13,245-82.8% | $11,799-80.7% | $14,480-84.3% |