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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 | $67,015 | $67,396-0.6% | $60,919+10.0% | $134,545-50.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.88% | 50.12%-59.0pp | 16.96%-25.8pp | 418.37%-427.2pp |
| Employer contribution / active EE | $6,931 | $3,101+123.5% | $2,704+156.3% | $4,742+46.2% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,605 | $4,590-43.2% | $3,228-19.3% | $11,431-77.2% |