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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 | $66,370 | $175,259-62.1% | $149,723-55.7% | $139,487-52.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -15.97% | 166.82%-182.8pp | 134.50%-150.5pp | 373.84%-389.8pp |
| Employer contribution / active EE | $6,881 | $5,478+25.6% | $4,821+42.7% | $4,755+44.7% |
| Participant deferral / active EE | $15,890 | $6,522+143.7% | $5,682+179.6% | $6,713+136.7% |
| Admin fee / account holder | $11,299 | $16,158-30.1% | $13,215-14.5% | $11,407-0.9% |