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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 | $17,784 | $65,685-72.9% | $57,181-68.9% | $273,965-93.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.52% | 21.99%-15.5pp | 14.59%-8.1pp | 41.45%-34.9pp |
| Employer contribution / active EE | $5,647 | $3,279+72.2% | $2,682+110.5% | $4,869+16.0% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $482 | $4,835-90.0% | $3,139-84.6% | $10,132-95.2% |