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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 | $37,543 | $69,518-46.0% | $59,887-37.3% | $135,379-72.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.66% | 7.95%-12.6pp | 3.46%-8.1pp | 519.79%-524.5pp |
| Employer contribution / active EE | $3,328 | $3,235+2.9% | $2,722+22.2% | $4,779-30.4% |
| Participant deferral / active EE | $520 | $4,204-87.6% | $3,402-84.7% | $5,609-90.7% |
| Admin fee / account holder | $2,213 | $5,734-61.4% | $3,591-38.4% | $10,828-79.6% |