Filed October 27, 2025
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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 | $19,916 | $58,851-66.2% | $115,167-82.7% | $72,976-72.7% |
| Participation rate | 86.0% | 65.5%+20.5pp | 75.9%+10.1pp | 69.5%+16.6pp |
| Annual return | -0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $834 | $6,370-86.9% | $7,089-88.2% | $5,124-83.7% |