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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 | $103,671 | $115,780-10.5% | $101,255+2.4% | $158,931-34.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.60% | 56.14%-42.5pp | 46.48%-32.9pp | 302.86%-289.3pp |
| Employer contribution / active EE | $13,533 | $4,175+224.1% | $3,660+269.8% | $4,761+184.2% |
| Participant deferral / active EE | $922 | $4,958-81.4% | $4,370-78.9% | $5,982-84.6% |
| Admin fee / account holder | $6,994 | $7,246-3.5% | $5,946+17.6% | $11,247-37.8% |