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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 | $18,600 | $90,606-79.5% | $79,466-76.6% | $135,379-86.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.76% | 977.69%-981.4pp | 718.28%-722.0pp | 519.79%-523.5pp |
| Employer contribution / active EE | $3,330 | $3,068+8.5% | $2,800+18.9% | $4,779-30.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $438 | $5,895-92.6% | $5,104-91.4% | $10,828-96.0% |