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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 | $5,322 | $88,815-94.0% | $81,882-93.5% | $145,897-96.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 1.11% | 1033.75%-1032.6pp | 779.47%-778.4pp | 552.29%-551.2pp |
| Employer contribution / active EE | $1,048 | $3,086-66.0% | $2,916-64.1% | $4,663-77.5% |
| Participant deferral / active EE | $4,378 | $4,647-5.8% | $4,323+1.3% | $6,689-34.6% |
| Admin fee / account holder | $482 | $8,434-94.3% | $7,360-93.5% | $13,390-96.4% |