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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 | $14,955 | $58,258-74.3% | $81,820-81.7% | $80,925-81.5% |
| Participation rate | 88.3% | 63.5%+24.9pp | 72.4%+15.9pp | 67.7%+20.7pp |
| Annual return | 5.87% | 41.76%-35.9pp | 777.93%-772.1pp | 35.65%-29.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,797 | $4,976+16.5% | $7,391-21.6% | $6,940-16.5% |