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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 | $58,433 | $84,685-31.0% | $73,836-20.9% | $125,389-53.4% |
| Participation rate | 76.9% | 76.8%+0.2pp | 73.4%+3.5pp | 83.2%-6.3pp |
| Annual return | -3.97% | 3123.80%-3127.8pp | 2268.06%-2272.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,255 | $5,694-78.0% | $4,882-74.3% | $9,541-86.8% |