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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 | $6,347 | $88,754-92.8% | $81,820-92.2% | $145,877-95.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.90% | 1031.77%-1027.9pp | 777.93%-774.0pp | 551.28%-547.4pp |
| Employer contribution / active EE | $6,179 | $3,085+100.3% | $2,915+112.0% | $4,663+32.5% |
| Participant deferral / active EE | $10,509 | $4,648+126.1% | $4,323+143.1% | $6,691+57.1% |
| Admin fee / account holder | $1,768 | $8,424-79.0% | $7,391-76.1% | $13,402-86.8% |