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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 | $30,062 | $755,339-96.0% | $379,746-92.1% | $158,988-81.1% |
| Participation rate | 84.2% | 81.8%+2.5pp | 78.4%+5.8pp | 82.0%+2.2pp |
| Annual return | -6.10% | 53.41%-59.5pp | 34.90%-41.0pp | 303.00%-309.1pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16,827 | $14,482+16.2% | $7,927+112.3% | $11,252+49.5% |