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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 | $28,729 | $162,136-82.3% | $152,301-81.1% | $154,746-81.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.46% | 91.02%-83.6pp | 80.50%-73.0pp | 172.34%-164.9pp |
| Employer contribution / active EE | $1,229 | $4,890-74.9% | $4,624-73.4% | $4,379-71.9% |
| Participant deferral / active EE | $2,056 | $8,341-75.4% | $8,004-74.3% | $6,730-69.5% |
| Admin fee / account holder | $4,753 | $15,759-69.8% | $14,398-67.0% | $14,365-66.9% |