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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 | $67,823-79.1% | $52,425-72.9% | $137,256-89.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 16.97% | 219.11%-202.1pp | 302.12%-285.1pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,362 | $1,163+17.1% | $914+49.0% | $4,156-67.2% |
| Participant deferral / active EE | $64 | $2,288-97.2% | $1,790-96.4% | $6,407-99.0% |
| Admin fee / account holder | $501 | $2,844-82.4% | $2,495-79.9% | $12,270-95.9% |