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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 | $61,877 | $144,511-57.2% | $67,575-8.4% | - |
| Participation rate | 0.0% | 69.6%-69.6pp | 72.9%-72.9pp | - |
| Annual return | 2.21% | 20.85%-18.6pp | 3528.98%-3526.8pp | - |
| Employer contribution / active EE | $0 | $2,331-100.0% | $2,736-100.0% | - |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,003-100.0% | - |
| Admin fee / account holder | $122,197 | $8,271+1377.4% | $3,993+2960.3% | - |