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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 | $16,503 | $154,228-89.3% | $145,433-88.7% | $137,256-88.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.20% | 74.59%-69.4pp | 66.58%-61.4pp | 220.34%-215.1pp |
| Employer contribution / active EE | $13,076 | $4,804+172.2% | $4,554+187.1% | $4,156+214.6% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $54,818 | $14,344+282.2% | $13,129+317.5% | $12,270+346.8% |