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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 | $123,351 | $106,280+16.1% | $96,538+27.8% | $139,487-11.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.36% | 38.48%-25.1pp | 35.74%-22.4pp | 373.84%-360.5pp |
| Employer contribution / active EE | $102,509 | $4,107+2395.9% | $3,740+2640.7% | $4,755+2056.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,223 | $7,888-33.8% | $6,737-22.5% | $11,407-54.2% |