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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 | $42,366 | $103,038-58.9% | $90,324-53.1% | $152,909-72.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 8.76% | 95.25%-86.5pp | 78.15%-69.4pp | 345.46%-336.7pp |
| Employer contribution / active EE | $684 | $3,141-78.2% | $2,856-76.0% | $4,764-85.6% |
| Participant deferral / active EE | $684 | $4,282-84.0% | $3,885-82.4% | $5,851-88.3% |
| Admin fee / account holder | $96,827 | $6,177+1467.5% | $5,356+1708.0% | $11,601+734.7% |