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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 | $120,547 | $60,139+100.4% | $90,461+33.3% | $79,856+51.0% |
| Participation rate | 88.2% | 65.0%+23.2pp | 72.7%+15.5pp | 69.6%+18.6pp |
| Annual return | -4.66% | 71.96%-76.6pp | 1294.76%-1299.4pp | 31.71%-36.4pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,310 | $3,978+134.0% | $5,617+65.8% | $5,306+75.5% |