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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 | $13,606 | $90,607-85.0% | $79,467-82.9% | $135,380-89.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.96% | 977.74%-990.7pp | 718.30%-731.3pp | 519.81%-532.8pp |
| Employer contribution / active EE | $8,929 | $3,068+191.1% | $2,800+218.9% | $4,779+86.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $348 | $5,895-94.1% | $5,104-93.2% | $10,828-96.8% |