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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 | $14,195 | $27,942-49.2% | $58,516-75.7% | $75,184-81.1% |
| Participation rate | 100.0% | 38.9%+61.1pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 14.58% | 44.23%-29.6pp | 4253.81%-4239.2pp | 160.78%-146.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,054-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,127-100.0% |
| Admin fee / account holder | $637 | $1,728-63.1% | $2,487-74.4% | $5,652-88.7% |