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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 | $11,156 | $114,119-90.2% | $107,187-89.6% | $138,895-92.0% |
| Participation rate | 95.7% | 78.1%+17.6pp | 75.0%+20.6pp | 79.9%+15.7pp |
| Annual return | 1.67% | 273.21%-271.5pp | 204.55%-202.9pp | 145.39%-143.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $50,075 | $10,024+399.6% | $9,162+446.5% | $12,562+298.6% |