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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 | $55,509 | $138,114-59.8% | $125,391-55.7% | $134,545-58.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -23.96% | 750.88%-774.8pp | 572.41%-596.4pp | 418.37%-442.3pp |
| Employer contribution / active EE | $5,494 | $5,246+4.7% | $4,816+14.1% | $4,742+15.9% |
| Participant deferral / active EE | $14,533 | $7,801+86.3% | $7,448+95.1% | $6,401+127.0% |
| Admin fee / account holder | $16,181 | $11,570+39.9% | $10,009+61.7% | $11,431+41.6% |