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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 | $51,721 | $77,449-33.2% | $69,483-25.6% | $152,909-66.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | -17.65% | 39.09%-56.7pp | 28.99%-46.6pp | 345.46%-363.1pp |
| Employer contribution / active EE | $5,810 | $3,316+75.2% | $2,780+109.0% | $4,764+22.0% |
| Participant deferral / active EE | $13,467 | $4,415+205.0% | $3,537+280.8% | $5,851+130.1% |
| Admin fee / account holder | $20,314 | $6,210+227.1% | $3,841+428.9% | $11,601+75.1% |