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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 | $83,189 | $106,247-21.7% | $96,515-13.8% | $139,466-40.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 18.60% | 38.47%-19.9pp | 35.73%-17.1pp | 373.66%-355.1pp |
| Employer contribution / active EE | $60,607 | $4,106+1376.1% | $3,740+1520.7% | $4,754+1174.9% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $37,951 | $7,885+381.3% | $6,735+463.5% | $11,409+232.6% |