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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.)
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 | $53,326 | $95,917-44.4% | $79,583-33.0% | $134,545-60.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.44% | -2.70%-10.7pp | 0.16%-13.6pp | 418.37%-431.8pp |
| Employer contribution / active EE | $21,036 | $3,129+572.2% | $2,414+771.5% | $4,742+343.6% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,304 | $9,132-85.7% | $6,835-80.9% | $11,431-88.6% |