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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 | $40,789 | $100,139-59.3% | $85,187-52.1% | $145,884-72.0% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 10.33% | 84.15%-73.8pp | 66.67%-56.3pp | 551.85%-541.5pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $147 | $5,296-97.2% | $4,525-96.8% | $6,690-97.8% |
| Admin fee / account holder | $6,801 | $7,262-6.4% | $6,162+10.4% | $13,392-49.2% |