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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 | $90,052 | $138,114-34.8% | $125,391-28.2% | $134,545-33.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.12% | 750.88%-772.0pp | 572.41%-593.5pp | 418.37%-439.5pp |
| Employer contribution / active EE | $5,487 | $5,246+4.6% | $4,816+13.9% | $4,742+15.7% |
| Participant deferral / active EE | $29,848 | $7,801+282.6% | $7,448+300.7% | $6,401+366.3% |
| Admin fee / account holder | $2,897 | $11,570-75.0% | $10,009-71.1% | $11,431-74.7% |