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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 | $30,160 | $156,970-80.8% | $121,210-75.1% | $139,487-78.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.71% | 1477.10%-1459.4pp | 987.41%-969.7pp | 373.84%-356.1pp |
| Employer contribution / active EE | $1,658 | $5,546-70.1% | $4,171-60.2% | $4,755-65.1% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,991 | $6,947-56.9% | $5,647-47.0% | $11,407-73.8% |