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 | $22,226 | $70,587-68.5% | $124,693-82.2% | $85,847-74.1% |
| Participation rate | 82.9% | 64.4%+18.5pp | 74.6%+8.3pp | 69.3%+13.6pp |
| Annual return | 0.00% | 20688.83%-20688.8pp | 5144.19%-5144.2pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $914 | $5,282-82.7% | $7,494-87.8% | $6,261-85.4% |