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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 | $56,393 | $138,078-59.2% | $125,363-55.0% | $134,509-58.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.17% | 750.49%-771.7pp | 572.15%-593.3pp | 418.13%-439.3pp |
| Employer contribution / active EE | $4,288 | $5,245-18.2% | $4,815-10.9% | $4,741-9.5% |
| Participant deferral / active EE | $7,780 | $7,800-0.3% | $7,447+4.5% | $6,400+21.5% |
| Admin fee / account holder | $8,178 | $11,566-29.3% | $10,005-18.3% | $11,427-28.4% |