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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 | $51,676 | $157,304-67.1% | $141,197-63.4% | $152,909-66.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 15.27% | 64.34%-49.1pp | 71.41%-56.1pp | 345.46%-330.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,882 | $7,111-73.5% | $6,710-72.0% | $5,851-67.8% |
| Admin fee / account holder | $538 | $12,126-95.6% | $10,265-94.8% | $11,601-95.4% |