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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 | $30,855 | $162,136-81.0% | $152,301-79.7% | $154,746-80.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.42% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,163 | $4,890-76.2% | $4,624-74.9% | $4,379-73.5% |
| Participant deferral / active EE | $1,550 | $8,341-81.4% | $8,004-80.6% | $6,730-77.0% |
| Admin fee / account holder | $700 | $15,759-95.6% | $14,398-95.1% | $14,365-95.1% |