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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 | $72,403-84.7% | $67,524-83.6% | $145,978-92.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.18% | 7197.23%-7188.0pp | 3519.41%-3510.2pp | 550.52%-541.3pp |
| Employer contribution / active EE | $1,362 | $3,072-55.7% | $2,734-50.2% | $4,662-70.8% |
| Participant deferral / active EE | $2,050 | $4,782-57.1% | $4,001-48.8% | $6,690-69.4% |
| Admin fee / account holder | $443 | $5,541-92.0% | $4,001-88.9% | $13,400-96.7% |