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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 | $25,749 | $88,754-71.0% | $81,820-68.5% | $145,877-82.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 17.17% | 1031.77%-1014.6pp | 777.93%-760.8pp | 551.28%-534.1pp |
| Employer contribution / active EE | $4,484 | $3,085+45.3% | $2,915+53.8% | $4,663-3.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,422 | $8,424-23.8% | $7,391-13.1% | $13,402-52.1% |