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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 | $38,154 | $134,817-71.7% | $123,973-69.2% | $155,188-75.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 4.77% | 515.49%-510.7pp | 388.13%-383.4pp | 148.84%-144.1pp |
| Employer contribution / active EE | $3,591 | $4,425-18.8% | $4,126-13.0% | $4,248-15.5% |
| Participant deferral / active EE | $17,047 | $5,706+198.7% | $5,247+224.9% | $6,531+161.0% |
| Admin fee / account holder | $29,167 | $13,245+120.2% | $11,799+147.2% | $14,480+101.4% |