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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 | $41,431 | $72,404-42.8% | $110,243-62.4% | $64,173-35.4% |
| Participation rate | 73.7% | 73.3%+0.3pp | 79.8%-6.1pp | 69.6%+4.1pp |
| Annual return | -8.84% | -6.29%-2.6pp | 314.76%-323.6pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $36,834 | $5,664+550.3% | $8,548+330.9% | $4,887+653.7% |