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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 | $48,847 | $159,978-69.5% | $147,041-66.8% | $145,978-66.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.11% | 98.36%-78.3pp | 419.21%-399.1pp | 550.52%-530.4pp |
| Employer contribution / active EE | $104,428 | $5,288+1874.7% | $4,935+2016.1% | $4,662+2140.1% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,155 | $15,053-92.3% | $13,006-91.1% | $13,400-91.4% |