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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 | $166,739 | $270,840-38.4% | $140,019+19.1% | - |
| Participation rate | 0.0% | 81.0%-81.0pp | 87.5%-87.5pp | - |
| Annual return | -8.91% | 3.44%-12.3pp | 651.15%-660.1pp | - |
| Employer contribution / active EE | $0 | $2,598-100.0% | $5,605-100.0% | - |
| Participant deferral / active EE | $0 | $3,773-100.0% | $6,927-100.0% | - |
| Admin fee / account holder | $3,796 | $13,391-71.7% | $10,705-64.5% | - |