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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 | $7,809 | $92,766-91.6% | $82,763-90.6% | $134,545-94.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -21.44% | 946.97%-968.4pp | 702.45%-723.9pp | 418.37%-439.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,138 | $4,802-55.5% | $4,395-51.4% | $6,401-66.6% |
| Admin fee / account holder | $746 | $5,978-87.5% | $5,325-86.0% | $11,431-93.5% |