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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 | $23,341 | $138,114-83.1% | $125,391-81.4% | $134,545-82.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.08% | 750.88%-764.0pp | 572.41%-585.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $3,373 | $5,246-35.7% | $4,816-30.0% | $4,742-28.9% |
| Participant deferral / active EE | $1,553 | $7,801-80.1% | $7,448-79.2% | $6,401-75.7% |
| Admin fee / account holder | $691 | $11,570-94.0% | $10,009-93.1% | $11,431-94.0% |