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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 | $208,088-79.5% | $186,193-77.1% | $154,746-72.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.67% | 89.97%-74.3pp | 78.03%-62.4pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,941 | $4,340-55.3% | $3,918-50.5% | $4,379-55.7% |
| Participant deferral / active EE | $967 | $7,078-86.3% | $6,513-85.2% | $6,730-85.6% |
| Admin fee / account holder | $1,253 | $11,698-89.3% | $11,058-88.7% | $14,365-91.3% |