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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 | $10,450 | $56,134-81.4% | $96,192-89.1% | $85,851-87.8% |
| Participation rate | 95.9% | 56.7%+39.2pp | 68.4%+27.4pp | 69.3%+26.6pp |
| Annual return | -1.02% | 42.30%-43.3pp | 192.09%-193.1pp | 318.63%-319.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $447 | $3,769-88.1% | $5,539-91.9% | $6,261-92.9% |