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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 | $15,186 | $88,778-82.9% | $81,844-81.4% | $145,884-89.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | -18.70% | 1033.03%-1051.7pp | 778.87%-797.6pp | 551.85%-570.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,165 | $8,430-26.9% | $7,355-16.2% | $13,392-54.0% |