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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 | $57,124 | $164,139-65.2% | $155,567-63.3% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 78.2%-78.2pp | - |
| Annual return | 4.96% | 19.45%-14.5pp | 64.74%-59.8pp | - |
| Employer contribution / active EE | $0 | $2,490-100.0% | $4,674-100.0% | - |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,628-100.0% | - |
| Admin fee / account holder | $280,353 | $96,217+191.4% | $15,916+1661.4% | - |