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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 | $21,842 | $100,970-78.4% | $96,576-77.4% | $137,256-84.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | -8.04% | 38.16%-46.2pp | 38.47%-46.5pp | 220.34%-228.4pp |
| Employer contribution / active EE | $2,199 | $3,809-42.3% | $3,553-38.1% | $4,156-47.1% |
| Participant deferral / active EE | $657 | $8,286-92.1% | $7,956-91.7% | $6,407-89.8% |
| Admin fee / account holder | $363 | $11,312-96.8% | $11,381-96.8% | $12,270-97.0% |