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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 | $33,640 | $88,603-62.0% | $69,890-51.9% | $134,545-75.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -20.87% | 442.93%-463.8pp | 190.84%-211.7pp | 418.37%-439.2pp |
| Employer contribution / active EE | $2,622 | $3,236-19.0% | $2,560+2.4% | $4,742-44.7% |
| Participant deferral / active EE | $22,682 | $4,771+375.4% | $3,848+489.4% | $6,401+254.3% |
| Admin fee / account holder | $4,874 | $10,443-53.3% | $6,267-22.2% | $11,431-57.4% |