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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 | $17,302 | $96,361-82.0% | $80,607-78.5% | $139,456-87.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.63% | 1350.95%-1342.3pp | 936.11%-927.5pp | 373.45%-364.8pp |
| Employer contribution / active EE | $4,686 | $3,262+43.6% | $2,724+72.0% | $4,753-1.4% |
| Participant deferral / active EE | $810 | $5,232-84.5% | $4,448-81.8% | $6,711-87.9% |
| Admin fee / account holder | $5,364 | $6,601-18.7% | $5,379-0.3% | $11,407-53.0% |