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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 | $35,240 | $172,111-79.5% | $150,298-76.6% | $137,256-74.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.35% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-210.0pp |
| Employer contribution / active EE | $21,103 | $4,636+355.2% | $4,154+408.0% | $4,156+407.8% |
| Participant deferral / active EE | $6,197 | $6,166+0.5% | $5,453+13.6% | $6,407-3.3% |
| Admin fee / account holder | $243,946 | $16,471+1381.1% | $14,116+1628.2% | $12,270+1888.1% |