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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 | $8,643 | $167,030-94.8% | $135,768-93.6% | $155,188-94.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.54% | 678.39%-664.9pp | 526.10%-512.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $292 | $4,132-92.9% | $3,394-91.4% | $4,248-93.1% |
| Participant deferral / active EE | $292 | $4,528-93.6% | $3,977-92.7% | $6,531-95.5% |
| Admin fee / account holder | $1,183 | $8,172-85.5% | $7,048-83.2% | $14,480-91.8% |