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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 | $63,184 | $105,200-39.9% | $159,474-60.4% | $85,847-26.4% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.8%+15.0pp | 69.3%+28.5pp |
| Annual return | 5.81% | 45.08%-39.3pp | 263.68%-257.9pp | 318.61%-312.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,575 | $6,934-77.3% | $10,802-85.4% | $6,261-74.8% |