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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 | $246,173 | $180,462+36.4% | $154,111+59.7% | $135,379+81.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.35% | 888.17%-897.5pp | 735.18%-744.5pp | 519.79%-529.1pp |
| Employer contribution / active EE | $51,180 | $6,036+748.0% | $5,298+866.1% | $4,779+971.0% |
| Participant deferral / active EE | $35,238 | $5,806+506.9% | $5,081+593.6% | $5,609+528.2% |
| Admin fee / account holder | $1,703 | $16,145-89.5% | $13,411-87.3% | $10,828-84.3% |