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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 | $164,015 | $185,312-11.5% | $161,489+1.6% | $154,746+6.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.96% | 103.84%-92.9pp | 89.72%-78.8pp | 172.34%-161.4pp |
| Employer contribution / active EE | $5,178 | $4,769+8.6% | $4,268+21.3% | $4,379+18.2% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $121,072 | $18,654+549.0% | $16,006+656.4% | $14,365+742.8% |