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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 | $8,539 | $29,359-70.9% | $56,033-84.8% | - |
| Participation rate | 0.0% | 38.0%-38.0pp | 52.5%-52.5pp | - |
| Annual return | 8.53% | 15.65%-7.1pp | 1711.38%-1702.8pp | - |
| Employer contribution / active EE | $0 | $424-100.0% | $1,041-100.0% | - |
| Participant deferral / active EE | $0 | $855-100.0% | $1,954-100.0% | - |
| Admin fee / account holder | $25,415 | $1,790+1319.6% | $2,827+799.0% | - |