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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 | $84,239 | $88,815-5.2% | $81,882+2.9% | $145,897-42.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.02% | 1033.75%-1025.7pp | 779.47%-771.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $5,742 | $3,086+86.0% | $2,916+96.9% | $4,663+23.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,640 | $8,434+38.0% | $7,360+58.2% | $13,390-13.1% |