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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 | $33,221 | $88,707-62.5% | $74,184-55.2% | $273,972-87.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.73% | 11.94%-7.2pp | 17.74%-13.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $831 | $3,159-73.7% | $2,370-64.9% | $4,869-82.9% |
| Participant deferral / active EE | $1,019 | $4,212-75.8% | $3,550-71.3% | $5,287-80.7% |
| Admin fee / account holder | $1,751 | $8,717-79.9% | $5,586-68.7% | $10,133-82.7% |