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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 | $45,507 | $81,696-44.3% | $70,494-35.4% | $158,982-71.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -18.73% | 208.70%-227.4pp | 109.16%-127.9pp | 302.99%-321.7pp |
| Employer contribution / active EE | $6,601 | $3,220+105.0% | $2,738+141.1% | $4,763+38.6% |
| Participant deferral / active EE | $14,232 | $4,558+212.2% | $3,711+283.5% | $5,983+137.8% |
| Admin fee / account holder | $20,131 | $6,200+224.7% | $3,848+423.2% | $11,252+78.9% |