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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 | $35,651 | $81,696-56.4% | $70,494-49.4% | $158,982-77.6% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 14.98% | 208.70%-193.7pp | 109.16%-94.2pp | 302.99%-288.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $739 | $4,558-83.8% | $3,711-80.1% | $5,983-87.7% |
| Admin fee / account holder | $2,519 | $6,200-59.4% | $3,848-34.5% | $11,252-77.6% |