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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 | $51,217 | $201,372-74.6% | $184,260-72.2% | $145,884-64.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.10% | 29.04%-23.9pp | 28.84%-23.7pp | 551.85%-546.7pp |
| Employer contribution / active EE | $16,891 | $7,024+140.5% | $6,427+162.8% | $4,662+262.3% |
| Participant deferral / active EE | $4,038 | $9,808-58.8% | $9,133-55.8% | $6,690-39.6% |
| Admin fee / account holder | $2,721 | $16,362-83.4% | $13,898-80.4% | $13,392-79.7% |