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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 | $166,131-84.9% | $164,975-84.8% | $145,877-82.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.78% | 100.37%-96.6pp | 70.12%-66.3pp | 551.28%-547.5pp |
| Employer contribution / active EE | $29,069 | $5,276+451.0% | $4,343+569.4% | $4,663+523.4% |
| Participant deferral / active EE | $1,500 | $6,962-78.5% | $6,033-75.1% | $6,691-77.6% |
| Admin fee / account holder | $658 | $16,648-96.1% | $12,688-94.8% | $13,402-95.1% |