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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 | $36,327 | $52,519-30.8% | $155,789-76.7% | $59,633-39.1% |
| Participation rate | 89.1% | 61.7%+27.4pp | 76.1%+13.0pp | 68.7%+20.5pp |
| Annual return | -3.71% | 53.51%-57.2pp | 71.54%-75.2pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,335 | $3,540-62.3% | $7,477-82.1% | $4,297-68.9% |