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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 | $31,794 | $84,697-62.5% | $73,845-56.9% | $125,393-74.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -7.81% | 3123.66%-3131.5pp | 2267.91%-2275.7pp | 282.23%-290.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,538 | $3,993-61.5% | $3,583-57.1% | $5,351-71.3% |
| Admin fee / account holder | $32,631 | $5,692+473.3% | $4,881+568.6% | $9,541+242.0% |