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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 | $53,500 | $58,241-8.1% | $81,780-34.6% | $80,911-33.9% |
| Participation rate | 87.5% | 63.4%+24.1pp | 72.4%+15.1pp | 67.6%+19.9pp |
| Annual return | 3.43% | 41.73%-38.3pp | 776.27%-772.8pp | 35.63%-32.2pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $409,062 | $4,973+8125.8% | $7,384+5439.9% | $6,935+5798.8% |