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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 | $40,884 | $78,694-48.0% | $67,653-39.6% | $125,388-67.4% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.0pp | 83.2%+2.5pp |
| Annual return | -3.34% | 9.46%-12.8pp | 6625.22%-6628.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,123 | $7,403-84.8% | $4,821-76.7% | $9,541-88.2% |