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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 | $37,035 | $63,346-41.5% | $92,240-59.8% | $70,126-47.2% |
| Participation rate | 98.9% | 68.7%+30.3pp | 76.5%+22.5pp | 69.5%+29.4pp |
| Annual return | 4.47% | 530.19%-525.7pp | 176.29%-171.8pp | 73.15%-68.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $632 | $3,841-83.5% | $5,194-87.8% | $4,645-86.4% |