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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 | $50,708 | $86,705-41.5% | $73,309-30.8% | $125,393-59.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 74.9%+0.1pp | 83.2%-8.2pp |
| Annual return | -4.24% | 2.78%-7.0pp | 5.67%-9.9pp | 282.23%-286.5pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,351-100.0% |
| Admin fee / account holder | $14,784 | $7,772+90.2% | $5,637+162.3% | $9,541+55.0% |