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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 | $63,178 | $110,410-42.8% | $102,437-38.3% | $145,897-56.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 203.14% | 24.85%+178.3pp | 24.95%+178.2pp | 552.29%-349.2pp |
| Employer contribution / active EE | $1,802 | $4,217-57.3% | $3,871-53.5% | $4,663-61.4% |
| Participant deferral / active EE | $1,250 | $5,622-77.8% | $5,060-75.3% | $6,689-81.3% |
| Admin fee / account holder | $6,651 | $9,745-31.8% | $8,388-20.7% | $13,390-50.3% |