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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 | $9,935 | $30,732-67.7% | $59,496-83.3% | $59,632-83.3% |
| Participation rate | 80.0% | 43.2%+36.8pp | 54.6%+25.4pp | 68.7%+11.3pp |
| Annual return | -5.26% | 4.47%-9.7pp | 182.05%-187.3pp | 2041.32%-2046.6pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $1,183-100.0% | $1,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,112 | $2,136-48.0% | $2,232-50.2% | $4,297-74.1% |