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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 | $51,821 | $95,895-46.0% | $79,576-34.9% | $134,509-61.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -28.69% | -2.72%-26.0pp | 0.15%-28.8pp | 418.13%-446.8pp |
| Employer contribution / active EE | $18,519 | $3,128+492.0% | $2,413+667.4% | $4,741+290.7% |
| Participant deferral / active EE | $42,851 | $4,693+813.0% | $3,985+975.2% | $6,400+569.5% |
| Admin fee / account holder | $4,101 | $9,129-55.1% | $6,834-40.0% | $11,427-64.1% |