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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 | $47,293 | $197,819-76.1% | $155,789-69.6% | $125,393-62.3% |
| Participation rate | 84.6% | 82.1%+2.5pp | 76.1%+8.5pp | 83.2%+1.4pp |
| Annual return | 3.16% | 86.73%-83.6pp | 71.54%-68.4pp | 282.23%-279.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,351-100.0% |
| Admin fee / account holder | $447 | $9,544-95.3% | $7,477-94.0% | $9,541-95.3% |