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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 | $38,613 | $160,040-75.9% | $147,096-73.7% | $145,877-73.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.88% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,248 | $5,289-76.4% | $4,936-74.7% | $4,663-73.2% |
| Participant deferral / active EE | $106 | $8,429-98.7% | $8,071-98.7% | $6,691-98.4% |
| Admin fee / account holder | $20,859 | $15,050+38.6% | $13,005+60.4% | $13,402+55.6% |