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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 | $23,332 | $65,130-64.2% | $81,844-71.5% | - |
| Participation rate | 0.0% | 64.1%-64.1pp | 72.4%-72.4pp | - |
| Annual return | 7.68% | 13.17%-5.5pp | 778.87%-771.2pp | - |
| Employer contribution / active EE | $0 | $3,054-100.0% | $2,916-100.0% | - |
| Participant deferral / active EE | $0 | $3,258-100.0% | $4,323-100.0% | - |
| Admin fee / account holder | $515 | $2,232-76.9% | $7,355-93.0% | - |