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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,150 | $83,857-92.7% | - | $147,586-95.8% |
| Participation rate | 0.0% | 69.2%-69.2pp | - | 82.8%-82.8pp |
| Annual return | 9.63% | 26.67%-17.0pp | - | 578.59%-569.0pp |
| Employer contribution / active EE | $0 | $3,062-100.0% | - | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,009-100.0% | - | $5,439-100.0% |
| Admin fee / account holder | $1,958 | $6,093-67.9% | - | $10,886-82.0% |