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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 | $68,900 | $138,076-50.1% | $123,553-44.2% | $135,380-49.1% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -1.46% | 153.70%-155.2pp | 119.21%-120.7pp | 519.81%-521.3pp |
| Employer contribution / active EE | $4,511 | $5,152-12.4% | $4,628-2.5% | $4,779-5.6% |
| Participant deferral / active EE | $2,092 | $6,800-69.2% | $6,426-67.4% | $5,609-62.7% |
| Admin fee / account holder | $1,364 | $10,917-87.5% | $9,284-85.3% | $10,828-87.4% |