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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 | $69,118-62.2% | $53,647-51.3% | $138,895-81.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 3.94% | 248.26%-244.3pp | 358.33%-354.4pp | 145.39%-141.5pp |
| Employer contribution / active EE | $7,590 | $1,189+538.1% | $962+688.9% | $4,194+81.0% |
| Participant deferral / active EE | $22,532 | $2,274+890.8% | $1,813+1142.6% | $6,396+252.3% |
| Admin fee / account holder | $1,481 | $2,724-45.6% | $2,460-39.8% | $12,562-88.2% |