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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 | $8,088 | $126,113-93.6% | $116,096-93.0% | $155,188-94.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | -3.52% | 391.72%-395.2pp | 326.25%-329.8pp | 148.84%-152.4pp |
| Employer contribution / active EE | $4,709 | $2,672+76.3% | $2,503+88.1% | $4,248+10.9% |
| Participant deferral / active EE | $6,635 | $4,162+59.4% | $3,952+67.9% | $6,531+1.6% |
| Admin fee / account holder | $4,179 | $8,045-48.1% | $7,704-45.8% | $14,480-71.1% |