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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 | $25,905 | $183,516-85.9% | $155,534-83.3% | $145,884-82.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.37% | 61.43%-42.1pp | 64.92%-45.5pp | 551.85%-532.5pp |
| Employer contribution / active EE | $1,690 | $5,315-68.2% | $4,675-63.8% | $4,662-63.8% |
| Participant deferral / active EE | $1,690 | $6,467-73.9% | $5,630-70.0% | $6,690-74.7% |
| Admin fee / account holder | $1,996 | $19,293-89.7% | $15,900-87.4% | $13,392-85.1% |