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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 | $172,731 | $160,070+7.9% | $147,117+17.4% | $145,897+18.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.79% | 98.69%-90.9pp | 420.54%-412.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $17,245 | $5,285+226.3% | $4,932+249.6% | $4,663+269.8% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $38,463 | $15,035+155.8% | $12,993+196.0% | $13,390+187.2% |