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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 | $26,522 | $165,381-84.0% | $149,730-82.3% | $158,966-83.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.48% | 348.29%-338.8pp | 276.70%-267.2pp | 302.95%-293.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,875 | $7,182-73.9% | $6,843-72.6% | $5,983-68.7% |
| Admin fee / account holder | $4,591 | $10,809-57.5% | $9,310-50.7% | $11,250-59.2% |