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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 | $72,001 | $72,465-0.6% | $67,575+6.5% | $145,884-50.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.21% | 7222.56%-7204.3pp | 3528.98%-3510.8pp | 551.85%-533.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $564 | $4,786-88.2% | $4,003-85.9% | $6,690-91.6% |
| Admin fee / account holder | $6,035 | $5,515+9.4% | $3,993+51.1% | $13,392-54.9% |