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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 | $40,242 | $72,396-44.4% | $67,511-40.4% | $145,959-72.4% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 8.63% | 7194.07%-7185.4pp | 3517.41%-3508.8pp | 561.95%-553.3pp |
| Employer contribution / active EE | $390 | $3,071-87.3% | $2,733-85.7% | $4,661-91.6% |
| Participant deferral / active EE | $390 | $4,781-91.9% | $4,000-90.3% | $6,689-94.2% |
| Admin fee / account holder | $4,292 | $5,538-22.5% | $3,999+7.3% | $13,398-68.0% |