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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 | $160,070-62.8% | $147,117-59.5% | $145,897-59.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.71% | 98.69%-92.0pp | 420.54%-413.8pp | 552.29%-545.6pp |
| Employer contribution / active EE | $158,922 | $5,285+2907.3% | $4,932+3121.9% | $4,663+3308.4% |
| Participant deferral / active EE | $129,953 | $8,419+1443.5% | $8,065+1511.4% | $6,689+1842.7% |
| Admin fee / account holder | $8,018 | $15,035-46.7% | $12,993-38.3% | $13,390-40.1% |