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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 | $20,511 | $81,664-74.9% | $70,476-70.9% | $158,966-87.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.17% | 208.59%-202.4pp | 109.12%-102.9pp | 302.95%-296.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $550 | $4,556-87.9% | $3,710-85.2% | $5,983-90.8% |
| Admin fee / account holder | $567 | $6,197-90.8% | $3,847-85.3% | $11,250-95.0% |