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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 | $25,076 | $166,268-84.9% | $165,100-84.8% | $145,897-82.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.78% | 100.52%-96.7pp | 70.21%-66.4pp | 552.29%-548.5pp |
| Employer contribution / active EE | $29,069 | $5,284+450.1% | $4,348+568.6% | $4,663+523.4% |
| Participant deferral / active EE | $1,500 | $6,964-78.5% | $6,035-75.1% | $6,689-77.6% |
| Admin fee / account holder | $658 | $16,659-96.1% | $12,696-94.8% | $13,390-95.1% |