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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 | $70,121-83.6% | $63,803-82.0% | $138,895-91.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 7.29% | 946.48%-939.2pp | 543.72%-536.4pp | 145.39%-138.1pp |
| Employer contribution / active EE | $550 | $2,882-80.9% | $2,532-78.3% | $4,194-86.9% |
| Participant deferral / active EE | $550 | $4,535-87.9% | $3,843-85.7% | $6,396-91.4% |
| Admin fee / account holder | $23,169 | $6,738+243.9% | $5,196+345.9% | $12,562+84.4% |