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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 | $23,963 | $132,099-81.9% | $115,599-79.3% | $138,895-82.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 3.40% | 176.76%-173.4pp | 111.10%-107.7pp | 145.39%-142.0pp |
| Employer contribution / active EE | $80,000 | $3,416+2241.9% | $2,955+2606.9% | $4,194+1807.4% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,206 | $15,650-34.8% | $12,841-20.5% | $12,562-18.8% |