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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 | $35,226 | $165,399-78.7% | $149,745-76.5% | $158,982-77.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -4.36% | 348.34%-352.7pp | 276.72%-281.1pp | 302.99%-307.3pp |
| Employer contribution / active EE | $39,872 | $5,105+681.1% | $4,646+758.3% | $4,763+737.2% |
| Participant deferral / active EE | $12,019 | $7,183+67.3% | $6,843+75.6% | $5,983+100.9% |
| Admin fee / account holder | $7,421 | $10,811-31.4% | $9,312-20.3% | $11,252-34.0% |