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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 | $15,696 | $134,001-88.3% | $112,258-86.0% | $134,509-88.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.75% | 47.15%-61.9pp | 27.47%-42.2pp | 418.13%-432.9pp |
| Employer contribution / active EE | $14,836 | $4,039+267.3% | $3,636+308.1% | $4,741+213.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $342 | $7,491-95.4% | $6,411-94.7% | $11,427-97.0% |