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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 | $66,026 | $108,912-39.4% | $100,383-34.2% | $145,959-54.8% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 4.97% | 57.96%-53.0pp | 49.26%-44.3pp | 561.95%-557.0pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $161,492 | $9,690+1566.6% | $7,900+1944.2% | $13,398+1105.4% |