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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 | $17,404 | $110,379-84.2% | $102,412-83.0% | $145,884-88.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 7.59% | 24.84%-17.3pp | 24.94%-17.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $3,839 | $4,216-8.9% | $3,870-0.8% | $4,662-17.7% |
| Participant deferral / active EE | $407 | $5,622-92.8% | $5,060-92.0% | $6,690-93.9% |
| Admin fee / account holder | $3,219 | $9,745-67.0% | $8,388-61.6% | $13,392-76.0% |