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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 | $166,960 | $162,136+3.0% | $152,301+9.6% | $154,746+7.9% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 16.42% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,039 | $4,890-58.3% | $4,624-55.9% | $4,379-53.4% |
| Participant deferral / active EE | $2,254 | $8,341-73.0% | $8,004-71.8% | $6,730-66.5% |
| Admin fee / account holder | $7,642 | $15,759-51.5% | $14,398-46.9% | $14,365-46.8% |