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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 | $64,416 | $90,530-28.8% | $76,030-15.3% | $145,897-55.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.18% | 625.08%-617.9pp | 361.54%-354.4pp | 552.29%-545.1pp |
| Employer contribution / active EE | $4,046 | $3,319+21.9% | $2,688+50.5% | $4,663-13.2% |
| Participant deferral / active EE | $5,051 | $5,164-2.2% | $4,257+18.7% | $6,689-24.5% |
| Admin fee / account holder | $11,277 | $8,383+34.5% | $6,421+75.6% | $13,390-15.8% |