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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 | $92,707-81.7% | $82,726-79.5% | $134,493-87.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.69% | 945.12%-965.8pp | 701.33%-722.0pp | 418.01%-438.7pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7 | $4,801-99.8% | $4,394-99.8% | $6,400-99.9% |
| Admin fee / account holder | $8,196 | $5,980+37.0% | $5,328+53.8% | $11,425-28.3% |