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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 | $45,601 | $76,522-40.4% | $56,033-18.6% | $145,884-68.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.21% | 3014.28%-3009.1pp | 1711.38%-1706.2pp | 551.85%-546.6pp |
| Employer contribution / active EE | $5,863 | $1,382+324.1% | $1,041+463.2% | $4,662+25.7% |
| Participant deferral / active EE | $650 | $2,624-75.2% | $1,954-66.7% | $6,690-90.3% |
| Admin fee / account holder | $2,814 | $3,328-15.4% | $2,827-0.5% | $13,392-79.0% |