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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 | $14,744 | $88,702-83.4% | $81,780-82.0% | $145,978-89.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.95% | 1029.12%-1028.2pp | 776.27%-775.3pp | 550.52%-549.6pp |
| Employer contribution / active EE | $4,997 | $3,084+62.0% | $2,914+71.5% | $4,662+7.2% |
| Participant deferral / active EE | $24,081 | $4,645+418.4% | $4,321+457.4% | $6,690+260.0% |
| Admin fee / account holder | $6,694 | $8,414-20.5% | $7,384-9.3% | $13,400-50.0% |