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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 | $44,774 | $58,726-23.8% | $142,908-68.7% | $85,852-47.8% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 11.36% | 27.73%-16.4pp | 5640.16%-5628.8pp | 318.66%-307.3pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $0 | $2,609-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,124 | $4,234+139.1% | $6,560+54.3% | $6,261+61.7% |