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Employer 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 | $22,843 | $160,070-85.7% | $147,117-84.5% | $145,897-84.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.31% | 98.69%-91.4pp | 420.54%-413.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $435 | $5,285-91.8% | $4,932-91.2% | $4,663-90.7% |
| Participant deferral / active EE | $3,478 | $8,419-58.7% | $8,065-56.9% | $6,689-48.0% |
| Admin fee / account holder | $403 | $15,035-97.3% | $12,993-96.9% | $13,390-97.0% |