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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 | $26,380 | $118,877-77.8% | $96,570-72.7% | $167,536-84.3% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 14.41% | 50.50%-36.1pp | 37.79%-23.4pp | 478.82%-464.4pp |
| Employer contribution / active EE | $1,760 | $3,121-43.6% | $2,357-25.3% | $4,839-63.6% |
| Participant deferral / active EE | $915 | $4,617-80.2% | $3,849-76.2% | $6,342-85.6% |
| Admin fee / account holder | $2,757 | $8,069-65.8% | $6,182-55.4% | $12,315-77.6% |