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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 | $27,682 | $91,537-69.8% | $130,045-78.7% | $75,173-63.2% |
| Participation rate | 73.3% | 71.5%+1.9pp | 78.5%-5.2pp | 67.2%+6.1pp |
| Annual return | 10.93% | -631.55%+642.5pp | -137.30%+148.2pp | 160.72%-149.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,099 | $6,780-39.5% | $10,600-61.3% | $5,651-27.5% |