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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 | $12,453 | $67,372-81.5% | $60,906-79.6% | $134,532-90.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -22.99% | 50.05%-73.0pp | 16.94%-39.9pp | 418.27%-441.3pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $950 | $4,532-79.0% | $3,814-75.1% | $6,401-85.2% |
| Admin fee / account holder | $4,343 | $4,588-5.3% | $3,227+34.6% | $11,429-62.0% |