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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 | $90,104 | $160,070-43.7% | $147,117-38.8% | $145,897-38.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.83% | 98.69%-87.9pp | 420.54%-409.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,281 | $5,285-75.8% | $4,932-74.0% | $4,663-72.5% |
| Participant deferral / active EE | $2,466 | $8,419-70.7% | $8,065-69.4% | $6,689-63.1% |
| Admin fee / account holder | $458 | $15,035-97.0% | $12,993-96.5% | $13,390-96.6% |