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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 | $171,675 | $96,643+77.6% | $86,617+98.2% | $139,456+23.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.21% | 106.57%-99.4pp | 591.91%-584.7pp | 373.45%-366.2pp |
| Employer contribution / active EE | $16,137 | $3,264+394.3% | $3,023+433.7% | $4,753+239.5% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $27,915 | $6,406+335.8% | $5,613+397.4% | $11,407+144.7% |