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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 | $12,213 | $112,729-89.2% | $98,716-87.6% | $137,256-91.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | -16.28% | 38.48%-54.8pp | 31.81%-48.1pp | 220.34%-236.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $23,535 | $10,129+132.4% | $8,703+170.4% | $12,270+91.8% |