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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 | $90,427 | $168,635-46.4% | $147,617-38.7% | $125,389-27.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.32% | 77.65%-74.3pp | 61.98%-58.7pp | 282.24%-278.9pp |
| Employer contribution / active EE | $24,330 | $6,252+289.1% | $5,564+337.2% | $4,866+400.0% |
| Participant deferral / active EE | $280 | $5,507-94.9% | $4,895-94.3% | $5,352-94.8% |
| Admin fee / account holder | $2,377 | $13,580-82.5% | $11,612-79.5% | $9,541-75.1% |