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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 | $55,504 | $117,829-52.9% | $102,423-45.8% | $145,877-62.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.81% | 31.83%-24.0pp | 29.42%-21.6pp | 551.28%-543.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,877 | $5,732+89.7% | $5,054+115.2% | $6,691+62.6% |
| Admin fee / account holder | $32,389 | $13,335+142.9% | $9,455+242.6% | $13,402+141.7% |