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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 | $68,034 | $118,695-42.7% | $98,916-31.2% | $158,950-57.2% |
| Participation rate | 73.7% | 77.8%-4.1pp | 76.0%-2.3pp | 82.0%-8.3pp |
| Annual return | 4.27% | 372.39%-368.1pp | 196.45%-192.2pp | 302.91%-298.6pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $70,813 | $10,132+598.9% | $6,642+966.1% | $11,248+529.5% |