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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 | $50,809 | $150,447-66.2% | $136,298-62.7% | $147,586-65.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.10% | 1049.15%-1045.1pp | 5156.27%-5152.2pp | 578.59%-574.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,500 | $6,631+88.5% | $6,247+100.1% | $5,439+129.8% |
| Admin fee / account holder | $3,701 | $10,906-66.1% | $9,244-60.0% | $10,886-66.0% |