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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 | $33,281 | $89,769-62.9% | $76,767-56.6% | - |
| Participation rate | 0.0% | 75.1%-75.1pp | 77.0%-77.0pp | - |
| Annual return | -7.45% | -5.73%-1.7pp | 2.43%-9.9pp | - |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,485-100.0% | - |
| Participant deferral / active EE | $0 | $3,196-100.0% | $3,852-100.0% | - |
| Admin fee / account holder | $577 | $4,068-85.8% | $6,675-91.4% | - |