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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 | $20,358 | $88,815-77.1% | $81,882-75.1% | $145,897-86.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -16.71% | 1033.75%-1050.5pp | 779.47%-796.2pp | 552.29%-569.0pp |
| Employer contribution / active EE | $1,249 | $3,086-59.5% | $2,916-57.2% | $4,663-73.2% |
| Participant deferral / active EE | $1,740 | $4,647-62.6% | $4,323-59.7% | $6,689-74.0% |
| Admin fee / account holder | $2,980 | $8,434-64.7% | $7,360-59.5% | $13,390-77.7% |