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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 | $27,243 | $138,102-80.3% | $125,381-78.3% | $134,532-79.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.05% | 750.73%-760.8pp | 572.31%-582.4pp | 418.27%-428.3pp |
| Employer contribution / active EE | $1,918 | $5,245-63.4% | $4,815-60.2% | $4,741-59.5% |
| Participant deferral / active EE | $2,156 | $7,801-72.4% | $7,448-71.1% | $6,401-66.3% |
| Admin fee / account holder | $428 | $11,568-96.3% | $10,007-95.7% | $11,429-96.3% |