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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 | $53,607 | $164,447-67.4% | $100,530-46.7% | - |
| Participation rate | 0.0% | 80.0%-80.0pp | 79.4%-79.4pp | - |
| Annual return | 3.09% | 24.40%-21.3pp | 30.89%-27.8pp | - |
| Employer contribution / active EE | $0 | $2,075-100.0% | $3,418-100.0% | - |
| Participant deferral / active EE | $0 | $7,296-100.0% | $6,271-100.0% | - |
| Admin fee / account holder | $1,438 | $1,510-4.8% | $8,083-82.2% | - |