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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 | $14,184 | $104,650-86.4% | $83,854-83.1% | $155,188-90.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 16.97% | 28.97%-12.0pp | 31.39%-14.4pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,362 | $1,196+13.8% | $1,017+33.9% | $4,248-67.9% |
| Participant deferral / active EE | $64 | $2,367-97.3% | $2,035-96.9% | $6,531-99.0% |
| Admin fee / account holder | $501 | $3,518-85.8% | $3,197-84.3% | $14,480-96.5% |