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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 | $142,354-83.2% | $125,529-80.9% | $155,188-84.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 3.40% | 306.06%-302.7pp | 202.56%-199.2pp | 148.84%-145.4pp |
| Employer contribution / active EE | $80,000 | $3,501+2184.8% | $3,058+2516.5% | $4,248+1783.3% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $10,206 | $19,392-47.4% | $16,298-37.4% | $14,480-29.5% |