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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 | $85,639 | $171,492-50.1% | $150,734-43.2% | $198,609-56.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | -8.66% | 804.70%-813.4pp | 600.81%-609.5pp | 202.70%-211.4pp |
| Employer contribution / active EE | $1,902 | $5,470-65.2% | $4,918-61.3% | $5,055-62.4% |
| Participant deferral / active EE | $9,000 | $6,259+43.8% | $5,610+60.4% | $6,977+29.0% |
| Admin fee / account holder | $174,768 | $17,628+891.4% | $14,905+1072.5% | $19,030+818.4% |