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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 | $17,768 | $183,592-90.3% | $155,574-88.6% | $145,877-87.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.10% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,076 | $5,317-61.0% | $4,676-55.6% | $4,663-55.5% |
| Participant deferral / active EE | $613 | $6,466-90.5% | $5,629-89.1% | $6,691-90.8% |
| Admin fee / account holder | $7,384 | $19,316-61.8% | $15,914-53.6% | $13,402-44.9% |