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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 | $22,133 | $150,435-85.3% | $120,580-81.6% | $145,897-84.8% |
| Participation rate | 0.0% | 78.8%-78.8pp | 72.0%-72.0pp | 80.3%-80.3pp |
| Annual return | 8.09% | 154.60%-146.5pp | 107.48%-99.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $458 | $12,182-96.2% | $9,418-95.1% | $13,390-96.6% |