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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $281,802 | $165,890+69.9% | $155,574+81.1% | - |
| Participation rate | 0.0% | 63.3%-63.3pp | 78.2%-78.2pp | - |
| Annual return | -1.81% | 19.47%-21.3pp | 64.87%-66.7pp | - |
| Employer contribution / active EE | $0 | $2,522-100.0% | $4,676-100.0% | - |
| Participant deferral / active EE | $0 | $2,935-100.0% | $5,629-100.0% | - |
| Admin fee / account holder | $1,101,943 | $97,423+1031.1% | $15,914+6824.3% | - |