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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 | $70,848 | $183,539-61.4% | $155,556-54.5% | $145,897-51.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -15.23% | 61.31%-76.5pp | 64.84%-80.1pp | 552.29%-567.5pp |
| Employer contribution / active EE | $3,754 | $5,315-29.4% | $4,675-19.7% | $4,663-19.5% |
| Participant deferral / active EE | $325 | $6,467-95.0% | $5,631-94.2% | $6,689-95.1% |
| Admin fee / account holder | $21,911 | $19,275+13.7% | $15,885+37.9% | $13,390+63.6% |