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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 | $67,127 | $150,447-55.4% | $136,298-50.8% | $147,586-54.5% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 10.84% | 1049.15%-1038.3pp | 5156.27%-5145.4pp | 578.59%-567.8pp |
| Employer contribution / active EE | $3,989 | $5,256-24.1% | $4,696-15.1% | $4,876-18.2% |
| Participant deferral / active EE | $1,796 | $6,631-72.9% | $6,247-71.3% | $5,439-67.0% |
| Admin fee / account holder | $1,920 | $10,906-82.4% | $9,244-79.2% | $10,886-82.4% |