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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 | $33,498 | $160,028-79.1% | $147,080-77.2% | $145,884-77.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.07% | 98.60%-94.5pp | 420.17%-416.1pp | 551.85%-547.8pp |
| Employer contribution / active EE | $14,591 | $5,286+176.0% | $4,933+195.8% | $4,662+212.9% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $927 | $15,030-93.8% | $12,989-92.9% | $13,392-93.1% |