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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 | $29,601 | $138,078-78.6% | $125,363-76.4% | $134,509-78.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.75% | 750.49%-773.2pp | 572.15%-594.9pp | 418.13%-440.9pp |
| Employer contribution / active EE | $4,313 | $5,245-17.8% | $4,815-10.4% | $4,741-9.0% |
| Participant deferral / active EE | $15,419 | $7,800+97.7% | $7,447+107.0% | $6,400+140.9% |
| Admin fee / account holder | $2,187 | $11,566-81.1% | $10,005-78.1% | $11,427-80.9% |