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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 | $67,621 | $96,123-29.7% | $77,361-12.6% | $198,609-66.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 14.94% | 2054.81%-2039.9pp | 1011.54%-996.6pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,830 | $3,791-51.7% | $2,990-38.8% | $5,055-63.8% |
| Participant deferral / active EE | $1,221 | $4,975-75.5% | $3,911-68.8% | $6,977-82.5% |
| Admin fee / account holder | $8,313 | $9,471-12.2% | $5,894+41.1% | $19,030-56.3% |