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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 | $44,165 | $96,691-54.3% | $86,656-49.0% | $139,487-68.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.43% | 106.87%-94.4pp | 593.09%-580.7pp | 373.84%-361.4pp |
| Employer contribution / active EE | $12,498 | $3,267+282.6% | $3,025+313.1% | $4,755+162.9% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,933 | $6,414-7.5% | $5,619+5.6% | $11,407-48.0% |