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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 | $18,130 | $99,921-81.9% | $85,009-78.7% | $145,959-87.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.64% | 83.89%-78.2pp | 66.47%-60.8pp | 561.95%-556.3pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,741 | $5,293+27.4% | $4,522+49.1% | $6,689+0.8% |
| Admin fee / account holder | $9,385 | $7,252+29.4% | $6,153+52.5% | $13,398-30.0% |