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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 | $192,767 | $142,426+35.3% | $115,167+67.4% | $152,909+26.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | -5.12% | 41.48%-46.6pp | 35.60%-40.7pp | 345.46%-350.6pp |
| Employer contribution / active EE | $66,667 | $4,011+1562.3% | $3,179+1997.0% | $4,764+1299.4% |
| Participant deferral / active EE | $22,888 | $5,165+343.2% | $4,169+449.0% | $5,851+291.2% |
| Admin fee / account holder | $9,154 | $8,464+8.2% | $7,089+29.1% | $11,601-21.1% |