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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 | $20,654 | $133,981-84.6% | $112,249-81.6% | $134,532-84.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.16% | 47.16%-69.3pp | 27.48%-49.6pp | 418.27%-440.4pp |
| Employer contribution / active EE | $1,731 | $4,040-57.2% | $3,636-52.4% | $4,741-63.5% |
| Participant deferral / active EE | $3,894 | $5,292-26.4% | $4,729-17.6% | $6,401-39.2% |
| Admin fee / account holder | $320 | $7,492-95.7% | $6,412-95.0% | $11,429-97.2% |