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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 | $128,568 | $138,078-6.9% | $125,363+2.6% | $134,509-4.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.84% | 750.49%-775.3pp | 572.15%-597.0pp | 418.13%-443.0pp |
| Employer contribution / active EE | $7,310 | $5,245+39.4% | $4,815+51.8% | $4,741+54.2% |
| Participant deferral / active EE | $22,250 | $7,800+185.3% | $7,447+198.8% | $6,400+247.6% |
| Admin fee / account holder | $1,252 | $11,566-89.2% | $10,005-87.5% | $11,427-89.0% |