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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 | $58,639 | $150,346-61.0% | $120,524-51.3% | $145,877-59.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.78% | 154.40%-143.6pp | 107.36%-96.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $28,389 | $4,353+552.2% | $3,469+718.4% | $4,663+508.8% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,523 | $12,215+35.3% | $9,440+75.0% | $13,402+23.3% |