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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 | $30,500 | $138,102-77.9% | $125,381-75.7% | $134,532-77.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.08% | 750.73%-772.8pp | 572.31%-594.4pp | 418.27%-440.3pp |
| Employer contribution / active EE | $4,169 | $5,245-20.5% | $4,815-13.4% | $4,741-12.1% |
| Participant deferral / active EE | $750 | $7,801-90.4% | $7,448-89.9% | $6,401-88.3% |
| Admin fee / account holder | $996 | $11,568-91.4% | $10,007-90.0% | $11,429-91.3% |