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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,246 | $155,555-77.3% | $146,866-76.0% | $155,188-77.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.00% | 115.41%-108.4pp | 102.85%-95.9pp | 148.84%-141.8pp |
| Employer contribution / active EE | $1,802 | $4,647-61.2% | $4,425-59.3% | $4,248-57.6% |
| Participant deferral / active EE | $2,120 | $8,044-73.6% | $7,759-72.7% | $6,531-67.5% |
| Admin fee / account holder | $31,591 | $14,755+114.1% | $13,620+131.9% | $14,480+118.2% |