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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 | $59,694 | $217,432-72.5% | $185,849-67.9% | $167,536-64.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.39% | 148.42%-138.0pp | 122.10%-111.7pp | 478.82%-468.4pp |
| Employer contribution / active EE | $50,000 | $5,875+751.1% | $5,169+867.4% | $4,839+933.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,426 | $19,818-82.7% | $16,244-78.9% | $12,315-72.2% |