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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 | $45,243 | $103,008-56.1% | $90,304-49.9% | $152,897-70.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 1.26% | 95.22%-94.0pp | 78.13%-76.9pp | 345.43%-344.2pp |
| Employer contribution / active EE | $20,469 | $3,139+552.0% | $2,855+617.0% | $4,764+329.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,039 | $6,175-67.0% | $5,354-61.9% | $11,599-82.4% |