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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 | $18,747 | $68,097-72.5% | $62,929-70.2% | $137,256-86.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | -11.77% | 1859.11%-1870.9pp | 1063.93%-1075.7pp | 220.34%-232.1pp |
| Employer contribution / active EE | $231 | $2,811-91.8% | $2,505-90.8% | $4,156-94.4% |
| Participant deferral / active EE | $431 | $4,553-90.5% | $3,888-88.9% | $6,407-93.3% |
| Admin fee / account holder | $90,143 | $6,521+1282.3% | $5,065+1679.9% | $12,270+634.7% |