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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,270 | $46,534+124.1% | $64,097+62.7% | $75,177+38.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.49% | 26.07%-16.6pp | 33.75%-24.3pp | 160.75%-151.3pp |
| Employer contribution / active EE | $7,944 | $1,976+302.1% | $2,750+188.9% | $2,671+197.4% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $895 | $2,957-69.7% | $3,070-70.8% | $5,651-84.2% |