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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 | $39,061 | $29,319+33.2% | $52,425-25.5% | $82,448-52.6% |
| Participation rate | 95.5% | 46.9%+48.6pp | 55.6%+39.8pp | 68.1%+27.4pp |
| Annual return | 1.75% | 535.20%-533.5pp | 302.12%-300.4pp | 41.64%-39.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $39,098 | $1,962+1892.6% | $2,495+1467.1% | $7,234+440.5% |