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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 | $96,426 | $112,121-14.0% | $95,960+0.5% | $158,966-39.3% |
| Participation rate | 72.7% | 79.0%-6.3pp | 77.1%-4.4pp | 82.0%-9.2pp |
| Annual return | -3.62% | 171.16%-174.8pp | 91.63%-95.3pp | 302.95%-306.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $23,140 | $10,135+128.3% | $6,797+240.4% | $11,250+105.7% |