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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 | $137,315 | $160,070-14.2% | $147,117-6.7% | $145,897-5.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 22.15% | 98.69%-76.5pp | 420.54%-398.4pp | 552.29%-530.1pp |
| Employer contribution / active EE | $1,759 | $5,285-66.7% | $4,932-64.3% | $4,663-62.3% |
| Participant deferral / active EE | $2,053 | $8,419-75.6% | $8,065-74.5% | $6,689-69.3% |
| Admin fee / account holder | $9,404 | $15,035-37.5% | $12,993-27.6% | $13,390-29.8% |