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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 | $52,983 | $111,535-52.5% | $105,223-49.6% | $137,256-61.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.37% | 237.85%-230.5pp | 180.65%-173.3pp | 220.34%-213.0pp |
| Employer contribution / active EE | $16,195 | $3,939+311.1% | $3,689+339.1% | $4,156+289.7% |
| Participant deferral / active EE | $73,100 | $5,500+1229.1% | $5,072+1341.3% | $6,407+1041.0% |
| Admin fee / account holder | $58,029 | $9,721+496.9% | $8,859+555.0% | $12,270+372.9% |