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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 | $91,464 | $73,421+24.6% | $66,439+37.7% | $155,188-41.1% |
| Participation rate | 0.0% | 79.7%-79.7pp | 74.5%-74.5pp | 80.8%-80.8pp |
| Annual return | 2.87% | 1382.37%-1379.5pp | 757.66%-754.8pp | 148.84%-146.0pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $13,000 | $8,856+46.8% | $6,173+110.6% | $14,480-10.2% |