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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 | $79,749 | $157,304-49.3% | $141,197-43.5% | $152,909-47.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.17% | 64.34%-51.2pp | 71.41%-58.2pp | 345.46%-332.3pp |
| Employer contribution / active EE | $4,583 | $5,263-12.9% | $4,736-3.2% | $4,764-3.8% |
| Participant deferral / active EE | $2,000 | $7,111-71.9% | $6,710-70.2% | $5,851-65.8% |
| Admin fee / account holder | $2,996 | $12,126-75.3% | $10,265-70.8% | $11,601-74.2% |