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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 | $82,731 | $102,595-19.4% | $94,057-12.0% | $154,746-46.5% |
| Participation rate | 86.4% | 76.0%+10.4pp | 73.3%+13.0pp | 80.7%+5.7pp |
| Annual return | 9.37% | 583.42%-574.1pp | 480.62%-471.3pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,200 | $7,736-32.8% | $7,244-28.2% | $14,365-63.8% |