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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 | $40,215 | $167,362-76.0% | $143,799-72.0% | $134,532-70.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.06% | 0.47%-18.5pp | -0.04%-18.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,645 | $5,620-70.7% | $4,952-66.8% | $4,741-65.3% |
| Participant deferral / active EE | $550 | $6,447-91.5% | $5,638-90.3% | $6,401-91.4% |
| Admin fee / account holder | $2,506 | $18,094-86.1% | $14,677-82.9% | $11,429-78.1% |