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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 | $65,115 | $159,978-59.3% | $147,041-55.7% | $145,978-55.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.80% | 98.36%-79.6pp | 419.21%-400.4pp | 550.52%-531.7pp |
| Employer contribution / active EE | $4,547 | $5,288-14.0% | $4,935-7.9% | $4,662-2.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $48,546 | $15,053+222.5% | $13,006+273.3% | $13,400+262.3% |