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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 | $118,969 | $209,425-43.2% | $178,499-33.3% | $158,966-25.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.33% | 188.80%-186.5pp | 151.10%-148.8pp | 302.95%-300.6pp |
| Employer contribution / active EE | $14,950 | $5,707+161.9% | $5,011+198.3% | $4,762+213.9% |
| Participant deferral / active EE | $37,113 | $5,955+523.2% | $5,202+613.4% | $5,983+520.3% |
| Admin fee / account holder | $1,231 | $17,078-92.8% | $13,986-91.2% | $11,250-89.1% |