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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 | $56,341 | $102,595-45.1% | $94,057-40.1% | $154,746-63.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 10.26% | 583.42%-573.2pp | 480.62%-470.4pp | 172.34%-162.1pp |
| Employer contribution / active EE | $358 | $3,147-88.6% | $2,933-87.8% | $4,379-91.8% |
| Participant deferral / active EE | $6,940 | $5,118+35.6% | $4,709+47.4% | $6,730+3.1% |
| Admin fee / account holder | $47,212 | $7,736+510.3% | $7,244+551.7% | $14,365+228.7% |