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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 | $7,559 | $92,743-91.8% | $82,744-90.9% | $134,532-94.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.12% | 946.63%-963.8pp | 702.22%-719.3pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,633 | $3,273-50.1% | $3,008-45.7% | $4,741-65.6% |
| Participant deferral / active EE | $19 | $4,802-99.6% | $4,395-99.6% | $6,401-99.7% |
| Admin fee / account holder | $503 | $5,977-91.6% | $5,325-90.6% | $11,429-95.6% |