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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 | $25,427 | $185,312-86.3% | $161,489-84.3% | $154,746-83.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.44% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,255 | $4,769-52.7% | $4,268-47.2% | $4,379-48.5% |
| Participant deferral / active EE | $1,136 | $6,350-82.1% | $5,630-79.8% | $6,730-83.1% |
| Admin fee / account holder | $4,682 | $18,654-74.9% | $16,006-70.7% | $14,365-67.4% |