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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 | $23,919 | $29,667-19.4% | $56,441-57.6% | $80,874-70.4% |
| Participation rate | 76.9% | 41.7%+35.3pp | 52.5%+24.4pp | 67.6%+9.3pp |
| Annual return | 8.13% | 35.22%-27.1pp | 1704.21%-1696.1pp | 35.62%-27.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,973 | $2,429+63.5% | $2,829+40.4% | $6,935-42.7% |