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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 | $51,009 | $148,623-65.7% | $135,974-62.5% | $139,466-63.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 11.84% | 79.30%-67.5pp | 68.30%-56.5pp | 373.66%-361.8pp |
| Employer contribution / active EE | $1,866 | $5,246-64.4% | $4,859-61.6% | $4,754-60.7% |
| Participant deferral / active EE | $1,387 | $8,103-82.9% | $7,760-82.1% | $6,712-79.3% |
| Admin fee / account holder | $1,859 | $12,406-85.0% | $10,767-82.7% | $11,409-83.7% |