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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 | $42,683 | $27,943+52.7% | $58,507-27.0% | $75,177-43.2% |
| Participation rate | 79.5% | 38.8%+40.6pp | 50.9%+28.6pp | 67.2%+12.3pp |
| Annual return | 12.92% | 44.22%-31.3pp | 4252.32%-4239.4pp | 160.75%-147.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,922-100.0% | $4,126-100.0% |
| Admin fee / account holder | $888 | $1,727-48.6% | $2,486-64.3% | $5,651-84.3% |