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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 | $26,322 | $162,136-83.8% | $152,301-82.7% | $154,746-83.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.97% | 91.02%-76.1pp | 80.50%-65.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $11,448 | $4,890+134.1% | $4,624+147.6% | $4,379+161.4% |
| Participant deferral / active EE | $2,485 | $8,341-70.2% | $8,004-69.0% | $6,730-63.1% |
| Admin fee / account holder | $11,560 | $15,759-26.6% | $14,398-19.7% | $14,365-19.5% |