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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 | $16,160 | $99,345-83.7% | $84,753-80.9% | $273,972-94.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.44% | 22.93%-21.5pp | 22.78%-21.3pp | 41.46%-40.0pp |
| Employer contribution / active EE | $3,991 | $4,214-5.3% | $3,574+11.6% | $4,869-18.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,974 | $6,645-55.3% | $5,333-44.2% | $10,133-70.7% |