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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 | $136,635 | $175,259-22.0% | $149,723-8.7% | $139,487-2.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.89% | 166.82%-142.9pp | 134.50%-110.6pp | 373.84%-350.0pp |
| Employer contribution / active EE | $1,429 | $5,478-73.9% | $4,821-70.4% | $4,755-69.9% |
| Participant deferral / active EE | $460 | $6,522-93.0% | $5,682-91.9% | $6,713-93.2% |
| Admin fee / account holder | $8,070 | $16,158-50.1% | $13,215-38.9% | $11,407-29.3% |