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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 | $25,172 | $67,823-62.9% | $52,425-52.0% | $137,256-81.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 3.66% | 219.11%-215.4pp | 302.12%-298.5pp | 220.34%-216.7pp |
| Employer contribution / active EE | $1,019 | $1,163-12.4% | $914+11.4% | $4,156-75.5% |
| Participant deferral / active EE | $4,172 | $2,288+82.3% | $1,790+133.0% | $6,407-34.9% |
| Admin fee / account holder | $15,433 | $2,844+442.6% | $2,495+518.6% | $12,270+25.8% |