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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 | $27,466 | $106,280-74.2% | $96,538-71.5% | $139,487-80.3% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 21.44% | 38.48%-17.0pp | 35.74%-14.3pp | 373.84%-352.4pp |
| Employer contribution / active EE | $5,472 | $4,107+33.2% | $3,740+46.3% | $4,755+15.1% |
| Participant deferral / active EE | $1,231 | $5,457-77.4% | $4,880-74.8% | $6,713-81.7% |
| Admin fee / account holder | $2,005 | $7,888-74.6% | $6,737-70.2% | $11,407-82.4% |