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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 | $140,778 | $174,379-19.3% | $152,093-7.4% | $138,895+1.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 2.35% | 74.86%-72.5pp | 66.36%-64.0pp | 145.39%-143.0pp |
| Employer contribution / active EE | $47,680 | $4,652+925.0% | $4,175+1042.1% | $4,194+1036.8% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $37,153 | $16,880+120.1% | $14,497+156.3% | $12,562+195.8% |