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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $11,853 | $27,634-57.1% | $61,629-80.8% | $68,494-82.7% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -13.20% | -13.19%0pp | 339.09%-352.3pp | -7.86%-5.3pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,124-100.0% | $4,028-100.0% |
| Admin fee / account holder | $764 | $2,013-62.0% | $2,132-64.2% | $5,403-85.9% |