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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 | $129,737-34.0% | $119,126-28.1% | $154,746-44.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | -8.66% | 379.08%-387.7pp | 282.11%-290.8pp | 172.34%-181.0pp |
| Employer contribution / active EE | $1,902 | $4,375-56.5% | $4,034-52.8% | $4,379-56.6% |
| Participant deferral / active EE | $9,000 | $5,842+54.1% | $5,318+69.2% | $6,730+33.7% |
| Admin fee / account holder | $174,768 | $11,961+1361.2% | $10,693+1534.4% | $14,365+1116.6% |