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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 | $20,601 | $100,970-79.6% | $96,576-78.7% | $137,256-85.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.50% | 38.16%-19.7pp | 38.47%-20.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $421 | $3,809-88.9% | $3,553-88.2% | $4,156-89.9% |
| Participant deferral / active EE | $421 | $8,286-94.9% | $7,956-94.7% | $6,407-93.4% |
| Admin fee / account holder | $968 | $11,312-91.4% | $11,381-91.5% | $12,270-92.1% |