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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 | $67,979 | $70,366-3.4% | $66,674+2.0% | $138,895-51.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 8.01% | 386.41%-378.4pp | 321.24%-313.2pp | 145.39%-137.4pp |
| Employer contribution / active EE | $92,583 | $2,765+3248.3% | $2,620+3433.6% | $4,194+2107.4% |
| Participant deferral / active EE | $194,030 | $4,374+4335.9% | $4,084+4650.9% | $6,396+2933.5% |
| Admin fee / account holder | $161,131 | $5,262+2961.9% | $5,098+3060.6% | $12,562+1182.7% |