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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 | $128,772 | $160,028-19.5% | $147,080-12.4% | $145,884-11.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.43% | 98.60%-83.2pp | 420.17%-404.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $7,199 | $5,286+36.2% | $4,933+45.9% | $4,662+54.4% |
| Participant deferral / active EE | $2,524 | $8,422-70.0% | $8,066-68.7% | $6,690-62.3% |
| Admin fee / account holder | $5,634 | $15,030-62.5% | $12,989-56.6% | $13,392-57.9% |