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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 | $39,437 | $211,224-81.3% | $178,505-77.9% | $145,897-73.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.90% | 30.28%-17.4pp | 27.16%-14.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,472 | $4,577-67.8% | $3,955-62.8% | $4,663-68.4% |
| Participant deferral / active EE | $294 | $6,966-95.8% | $6,280-95.3% | $6,689-95.6% |
| Admin fee / account holder | $1,879 | $12,109-84.5% | $10,428-82.0% | $13,390-86.0% |