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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 | $68,968 | $96,691-28.7% | $86,656-20.4% | $139,487-50.6% |
| Participation rate | 78.9% | 74.4%+4.5pp | 71.7%+7.2pp | 80.3%-1.4pp |
| Annual return | -1.66% | 106.87%-108.5pp | 593.09%-594.8pp | 373.84%-375.5pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,373 | $6,414-78.6% | $5,619-75.6% | $11,407-88.0% |