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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 | $29,040 | $114,093-74.5% | $96,171-69.8% | $167,536-82.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 3.66% | 190.00%-186.3pp | 192.04%-188.4pp | 478.82%-475.2pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,516 | $6,899-49.0% | $5,538-36.5% | $12,315-71.4% |