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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 | $46,171 | $198,462-76.7% | $170,439-72.9% | $147,585-68.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.30% | 257.30%-245.0pp | 205.94%-193.6pp | 578.58%-566.3pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $384 | $5,629-93.2% | $4,939-92.2% | $5,439-92.9% |
| Admin fee / account holder | $4,318 | $16,852-74.4% | $13,881-68.9% | $10,886-60.3% |