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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 | $59,526 | $159,934-62.8% | $147,005-59.5% | $145,959-59.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.71% | 98.24%-91.5pp | 418.76%-412.1pp | 561.95%-555.2pp |
| Employer contribution / active EE | $158,922 | $5,287+2905.7% | $4,934+3120.8% | $4,661+3309.8% |
| Participant deferral / active EE | $129,953 | $8,427+1442.0% | $8,070+1510.4% | $6,689+1842.9% |
| Admin fee / account holder | $8,018 | $15,053-46.7% | $13,006-38.3% | $13,398-40.2% |