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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 | $55,454 | $184,000-69.9% | $162,185-65.8% | $152,909-63.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.29% | 150.80%-131.5pp | 115.61%-96.3pp | 345.46%-326.2pp |
| Employer contribution / active EE | $1,670 | $6,370-73.8% | $5,613-70.3% | $4,764-65.0% |
| Participant deferral / active EE | $2,252 | $8,033-72.0% | $7,297-69.1% | $5,851-61.5% |
| Admin fee / account holder | $489 | $13,124-96.3% | $10,844-95.5% | $11,601-95.8% |