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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 | $129,737-59.2% | $119,126-55.5% | $154,746-65.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.37% | 379.08%-371.7pp | 282.11%-274.7pp | 172.34%-165.0pp |
| Employer contribution / active EE | $16,195 | $4,375+270.2% | $4,034+301.5% | $4,379+269.8% |
| Participant deferral / active EE | $73,100 | $5,842+1151.3% | $5,318+1274.6% | $6,730+986.1% |
| Admin fee / account holder | $58,029 | $11,961+385.2% | $10,693+442.7% | $14,365+304.0% |