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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 | $11,100 | $72,426-84.7% | $67,560-83.6% | $145,897-92.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.18% | 7226.78%-7217.6pp | 3533.50%-3524.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,362 | $3,074-55.7% | $2,737-50.2% | $4,663-70.8% |
| Participant deferral / active EE | $2,050 | $4,785-57.2% | $4,004-48.8% | $6,689-69.4% |
| Admin fee / account holder | $443 | $5,514-92.0% | $3,994-88.9% | $13,390-96.7% |