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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 | $211,105-81.3% | $178,449-77.9% | $145,978-73.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.90% | 30.19%-17.3pp | 27.09%-14.2pp | 550.52%-537.6pp |
| Employer contribution / active EE | $1,472 | $4,569-67.8% | $3,951-62.8% | $4,662-68.4% |
| Participant deferral / active EE | $294 | $6,959-95.8% | $6,277-95.3% | $6,690-95.6% |
| Admin fee / account holder | $1,879 | $12,017-84.4% | $10,362-81.9% | $13,400-86.0% |