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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 | $11,486 | $73,421-84.4% | $66,439-82.7% | $155,188-92.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 7.29% | 1382.37%-1375.1pp | 757.66%-750.4pp | 148.84%-141.5pp |
| Employer contribution / active EE | $550 | $3,039-81.9% | $2,637-79.1% | $4,248-87.1% |
| Participant deferral / active EE | $550 | $4,680-88.2% | $3,876-85.8% | $6,531-91.6% |
| Admin fee / account holder | $23,169 | $8,856+161.6% | $6,173+275.3% | $14,480+60.0% |