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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 | $42,691 | $180,749-76.4% | $160,784-73.4% | $137,256-68.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.67% | 2234.46%-2218.8pp | 1803.92%-1788.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,941 | $4,155-53.3% | $3,733-48.0% | $4,156-53.3% |
| Participant deferral / active EE | $967 | $6,844-85.9% | $6,293-84.6% | $6,407-84.9% |
| Admin fee / account holder | $1,253 | $10,397-87.9% | $9,717-87.1% | $12,270-89.8% |