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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 | $79,221 | $183,539-56.8% | $155,556-49.1% | $145,897-45.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 841.22% | 61.31%+779.9pp | 64.84%+776.4pp | 552.29%+288.9pp |
| Employer contribution / active EE | $6,112 | $5,315+15.0% | $4,675+30.7% | $4,663+31.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,357 | $19,275-82.6% | $15,885-78.9% | $13,390-74.9% |