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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 | $24,997 | $89,364-72.0% | $141,177-82.3% | $72,983-65.7% |
| Participation rate | 84.7% | 75.1%+9.6pp | 82.5%+2.3pp | 69.5%+15.3pp |
| Annual return | -7.48% | 111.86%-119.3pp | 71.40%-78.9pp | 81.01%-88.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,159 | $5,959-80.5% | $10,263-88.7% | $5,124-77.4% |