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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 | $88,754-5.1% | $81,820+3.0% | $145,877-42.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.02% | 1031.77%-1023.7pp | 777.93%-769.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $5,742 | $3,085+86.1% | $2,915+97.0% | $4,663+23.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,640 | $8,424+38.2% | $7,391+57.5% | $13,402-13.1% |