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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 | $15,492 | $138,102-88.8% | $125,381-87.6% | $134,532-88.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.08% | 750.73%-773.8pp | 572.31%-595.4pp | 418.27%-441.3pp |
| Employer contribution / active EE | $13,054 | $5,245+148.9% | $4,815+171.1% | $4,741+175.3% |
| Participant deferral / active EE | $44,735 | $7,801+473.5% | $7,448+500.7% | $6,401+598.9% |
| Admin fee / account holder | $471 | $11,568-95.9% | $10,007-95.3% | $11,429-95.9% |