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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 | $24,971 | $102,429-75.6% | $147,096-83.0% | $80,925-69.1% |
| Participation rate | 78.4% | 75.9%+2.6pp | 82.2%-3.7pp | 67.7%+10.8pp |
| Annual return | 2.25% | 135.02%-132.8pp | 419.75%-417.5pp | 35.65%-33.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $58,486 | $7,957+635.0% | $13,005+349.7% | $6,940+742.7% |