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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 | $70,671 | $99,995-29.3% | $85,063-16.9% | $145,978-51.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -2.35% | 83.99%-86.3pp | 66.54%-68.9pp | 550.52%-552.9pp |
| Employer contribution / active EE | $3,478 | $3,231+7.6% | $2,727+27.5% | $4,662-25.4% |
| Participant deferral / active EE | $6,063 | $5,295+14.5% | $4,523+34.1% | $6,690-9.4% |
| Admin fee / account holder | $19,485 | $7,255+168.6% | $6,155+216.6% | $13,400+45.4% |