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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 | $20,340 | $115,810-82.4% | $101,271-79.9% | $158,966-87.2% |
| Participation rate | 95.8% | 79.4%+16.5pp | 75.8%+20.0pp | 82.0%+13.9pp |
| Annual return | -12.31% | 56.15%-68.5pp | 46.48%-58.8pp | 302.95%-315.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,379 | $7,248-81.0% | $5,948-76.8% | $11,250-87.7% |