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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 | $22,307 | $65,685-66.0% | $57,183-61.0% | $273,970-91.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.13% | 21.99%-16.9pp | 14.59%-9.5pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,065 | $3,279-67.5% | $2,682-60.3% | $4,869-78.1% |
| Participant deferral / active EE | $375 | $3,781-90.1% | $3,096-87.9% | $5,287-92.9% |
| Admin fee / account holder | $622 | $4,835-87.1% | $3,139-80.2% | $10,132-93.9% |