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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 | $194,086 | $148,558+30.6% | $135,925+42.8% | $139,427+39.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.79% | 79.22%-73.4pp | 68.25%-62.5pp | 373.27%-367.5pp |
| Employer contribution / active EE | $12,760 | $5,244+143.3% | $4,857+162.7% | $4,752+168.5% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $45,769 | $12,401+269.1% | $10,764+325.2% | $11,404+301.3% |