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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 | $94,439-85.0% | $73,658-80.7% | $154,746-90.8% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 16.97% | 28.25%-11.3pp | 29.72%-12.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,362 | $1,257+8.3% | $1,032+31.9% | $4,379-68.9% |
| Participant deferral / active EE | $64 | $2,527-97.5% | $2,062-96.9% | $6,730-99.0% |
| Admin fee / account holder | $501 | $3,843-87.0% | $3,357-85.1% | $14,365-96.5% |