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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 | $110,165 | $90,606+21.6% | $79,466+38.6% | $135,379-18.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.63% | 977.69%-986.3pp | 718.28%-726.9pp | 519.79%-528.4pp |
| Employer contribution / active EE | $15,720 | $3,068+412.4% | $2,800+461.4% | $4,779+228.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,486 | $5,895+10.0% | $5,104+27.1% | $10,828-40.1% |