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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 | $46,596+123.8% | $64,085+62.7% | $75,173+38.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.49% | 26.04%-16.6pp | 33.69%-24.2pp | 160.65%-151.2pp |
| Employer contribution / active EE | $7,944 | $1,975+302.2% | $2,747+189.2% | $2,670+197.5% |
| Participant deferral / active EE | $0 | $2,839-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $895 | $2,954-69.7% | $3,069-70.8% | $5,651-84.2% |