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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 | $98,602 | $129,737-24.0% | $119,126-17.2% | $154,746-36.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.25% | 379.08%-365.8pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $27,122 | $4,375+519.9% | $4,034+572.4% | $4,379+519.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,726 | $11,961+6.4% | $10,693+19.0% | $14,365-11.4% |