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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 | $27,496 | $77,449-64.5% | $69,483-60.4% | $152,909-82.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.81% | 39.09%-22.3pp | 28.99%-12.2pp | 345.46%-328.7pp |
| Employer contribution / active EE | $2,114 | $3,316-36.2% | $2,780-23.9% | $4,764-55.6% |
| Participant deferral / active EE | $605 | $4,415-86.3% | $3,537-82.9% | $5,851-89.7% |
| Admin fee / account holder | $1,294 | $6,210-79.2% | $3,841-66.3% | $11,601-88.8% |