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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 | $22,336 | $107,666-79.3% | $102,184-78.1% | $154,746-85.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.82% | 29.33%-9.5pp | 31.58%-11.8pp | 172.34%-152.5pp |
| Employer contribution / active EE | $5,770 | $3,846+50.0% | $3,594+60.6% | $4,379+31.8% |
| Participant deferral / active EE | $2,320 | $8,719-73.4% | $8,309-72.1% | $6,730-65.5% |
| Admin fee / account holder | $5,822 | $12,943-55.0% | $11,609-49.8% | $14,365-59.5% |