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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 | $40,427 | $81,643-50.5% | $70,462-42.6% | $158,950-74.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.48% | 208.51%-191.0pp | 109.08%-91.6pp | 302.91%-285.4pp |
| Employer contribution / active EE | $2,800 | $3,218-13.0% | $2,737+2.3% | $4,762-41.2% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $498 | $6,194-92.0% | $3,845-87.0% | $11,248-95.6% |