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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 | $4,703 | $68,097-93.1% | $62,929-92.5% | $137,256-96.6% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 10.27% | 1859.11%-1848.8pp | 1063.93%-1053.7pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,556 | $2,811-9.1% | $2,505+2.1% | $4,156-38.5% |
| Participant deferral / active EE | $5,099 | $4,553+12.0% | $3,888+31.1% | $6,407-20.4% |
| Admin fee / account holder | $4,601 | $6,521-29.4% | $5,065-9.1% | $12,270-62.5% |