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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 | $42,794 | $118,695-63.9% | $98,916-56.7% | $158,950-73.1% |
| Participation rate | 0.0% | 77.8%-77.8pp | 76.0%-76.0pp | 82.0%-82.0pp |
| Annual return | -0.81% | 372.39%-373.2pp | 196.45%-197.3pp | 302.91%-303.7pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $669 | $10,132-93.4% | $6,642-89.9% | $11,248-94.1% |