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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 | $16,973 | $92,766-81.7% | $82,763-79.5% | $134,545-87.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.69% | 946.97%-967.7pp | 702.45%-723.1pp | 418.37%-439.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7 | $4,802-99.8% | $4,395-99.8% | $6,401-99.9% |
| Admin fee / account holder | $8,196 | $5,978+37.1% | $5,325+53.9% | $11,431-28.3% |