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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 | $18,130 | $100,073-81.9% | $85,126-78.7% | $145,877-87.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.64% | 84.11%-78.5pp | 66.63%-61.0pp | 551.28%-545.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,741 | $5,294+27.3% | $4,523+49.0% | $6,691+0.8% |
| Admin fee / account holder | $9,385 | $7,261+29.3% | $6,160+52.3% | $13,402-30.0% |