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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 | $26,134 | $67,823-61.5% | $52,425-50.1% | $137,256-81.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 3.94% | 219.11%-215.2pp | 302.12%-298.2pp | 220.34%-216.4pp |
| Employer contribution / active EE | $7,590 | $1,163+552.6% | $914+730.2% | $4,156+82.6% |
| Participant deferral / active EE | $22,532 | $2,288+884.8% | $1,790+1158.4% | $6,407+251.7% |
| Admin fee / account holder | $1,481 | $2,844-47.9% | $2,495-40.6% | $12,270-87.9% |