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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 | $87,291 | $154,228-43.4% | $145,433-40.0% | $137,256-36.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 114.05% | 74.59%+39.5pp | 66.58%+47.5pp | 220.34%-106.3pp |
| Employer contribution / active EE | $36,431 | $4,804+658.3% | $4,554+699.9% | $4,156+776.6% |
| Participant deferral / active EE | $75 | $8,216-99.1% | $7,897-99.1% | $6,407-98.8% |
| Admin fee / account holder | $5,783 | $14,344-59.7% | $13,129-55.9% | $12,270-52.9% |