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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 | $150,686 | $183,539-17.9% | $155,556-3.1% | $145,897+3.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.00% | 61.31%-42.3pp | 64.84%-45.8pp | 552.29%-533.3pp |
| Employer contribution / active EE | $27,317 | $5,315+413.9% | $4,675+484.3% | $4,663+485.9% |
| Participant deferral / active EE | $352 | $6,467-94.6% | $5,631-93.7% | $6,689-94.7% |
| Admin fee / account holder | $13,841 | $19,275-28.2% | $15,885-12.9% | $13,390+3.4% |