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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 | $35,400 | $165,939-78.7% | $122,354-71.1% | $147,586-76.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.22% | 34.56%-16.3pp | 30.28%-12.1pp | 578.59%-560.4pp |
| Employer contribution / active EE | $2,702 | $5,754-53.0% | $4,051-33.3% | $4,876-44.6% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $435 | $7,425-94.1% | $5,479-92.1% | $10,886-96.0% |