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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 | $25,381 | $84,697-70.0% | $73,845-65.6% | $125,393-79.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.58% | 3123.66%-3128.2pp | 2267.91%-2272.5pp | 282.23%-286.8pp |
| Employer contribution / active EE | $2,056 | $3,123-34.2% | $2,788-26.3% | $4,866-57.8% |
| Participant deferral / active EE | $3,032 | $3,993-24.0% | $3,583-15.4% | $5,351-43.3% |
| Admin fee / account holder | $2,306 | $5,692-59.5% | $4,881-52.8% | $9,541-75.8% |