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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 | $88,918 | $171,867-48.3% | $149,721-40.6% | $147,586-39.8% |
| Participation rate | 76.5% | 88.2%-11.7pp | 87.1%-10.6pp | 82.8%-6.4pp |
| Annual return | -7.18% | 2113.36%-2120.5pp | 1501.67%-1508.9pp | 578.59%-585.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $980 | $13,799-92.9% | $11,282-91.3% | $10,886-91.0% |