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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 | $125,561 | $165,399-24.1% | $149,745-16.1% | $158,982-21.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.72% | 348.34%-342.6pp | 276.72%-271.0pp | 302.99%-297.3pp |
| Employer contribution / active EE | $1,000 | $5,105-80.4% | $4,646-78.5% | $4,763-79.0% |
| Participant deferral / active EE | $2,167 | $7,183-69.8% | $6,843-68.3% | $5,983-63.8% |
| Admin fee / account holder | $30,184 | $10,811+179.2% | $9,312+224.1% | $11,252+168.3% |