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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 | $184,193 | $202,342-9.0% | $172,752+6.6% | $152,897+20.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.14% | 1029.83%-1013.7pp | 802.97%-786.8pp | 345.43%-329.3pp |
| Employer contribution / active EE | $1,750 | $5,858-70.1% | $5,144-66.0% | $4,764-63.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $40,258 | $17,111+135.3% | $13,955+188.5% | $11,599+247.1% |