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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 | $24,696 | $72,403-65.9% | $67,524-63.4% | $145,978-83.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.20% | 7197.23%-7188.0pp | 3519.41%-3510.2pp | 550.52%-541.3pp |
| Employer contribution / active EE | $4,226 | $3,072+37.6% | $2,734+54.6% | $4,662-9.4% |
| Participant deferral / active EE | $4,712 | $4,782-1.5% | $4,001+17.8% | $6,690-29.6% |
| Admin fee / account holder | $5,095 | $5,541-8.0% | $4,001+27.4% | $13,400-62.0% |