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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 | $30,122 | $140,578-78.6% | $100,671-70.1% | $125,389-76.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 2.02% | 24.67%-22.7pp | 20.43%-18.4pp | 282.24%-280.2pp |
| Employer contribution / active EE | $4,808 | $5,965-19.4% | $4,012+19.8% | $4,866-1.2% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $306 | $6,716-95.4% | $4,850-93.7% | $9,541-96.8% |