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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 | $138,068-59.8% | $125,358-55.7% | $134,493-58.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -23.96% | 750.30%-774.3pp | 572.03%-596.0pp | 418.01%-442.0pp |
| Employer contribution / active EE | $5,494 | $5,244+4.8% | $4,814+14.1% | $4,740+15.9% |
| Participant deferral / active EE | $14,533 | $7,799+86.3% | $7,447+95.2% | $6,400+127.1% |
| Admin fee / account holder | $16,181 | $11,568+39.9% | $10,007+61.7% | $11,425+41.6% |