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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 | $28,416 | $152,619-81.4% | $125,195-77.3% | $152,909-81.4% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.5%+2.2pp |
| Annual return | -11.62% | 54.85%-66.5pp | 43.79%-55.4pp | 345.46%-357.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,636 | $13,437-65.5% | $9,704-52.2% | $11,601-60.0% |