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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 | $25,296 | $138,075-81.7% | $123,552-79.5% | $135,379-81.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.34% | 153.70%-159.0pp | 119.20%-124.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,870 | $5,152-63.7% | $4,628-59.6% | $4,779-60.9% |
| Participant deferral / active EE | $1,992 | $6,800-70.7% | $6,426-69.0% | $5,609-64.5% |
| Admin fee / account holder | $2,226 | $10,917-79.6% | $9,285-76.0% | $10,828-79.4% |