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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 | $9,532 | $34,316-72.2% | $74,725-87.2% | $72,977-86.9% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 17.07% | 26.58%-9.5pp | 753.24%-736.2pp | 81.02%-63.9pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,961-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,135 | $2,125-46.6% | $3,335-66.0% | $5,124-77.9% |