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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 | $17,181 | $96,678-82.2% | $86,640-80.2% | $139,466-87.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.52% | 106.69%-96.2pp | 592.52%-582.0pp | 373.66%-363.1pp |
| Employer contribution / active EE | $1,196 | $3,265-63.4% | $3,024-60.5% | $4,754-74.8% |
| Participant deferral / active EE | $1,555 | $4,837-67.8% | $4,438-65.0% | $6,712-76.8% |
| Admin fee / account holder | $2,533 | $6,410-60.5% | $5,616-54.9% | $11,409-77.8% |