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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 | $61,055 | $133,998-54.4% | $112,263-45.6% | $134,545-54.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.00% | 47.17%-58.2pp | 27.49%-38.5pp | 418.37%-429.4pp |
| Employer contribution / active EE | $38,021 | $4,040+841.1% | $3,636+945.6% | $4,742+701.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $25,652 | $7,493+242.4% | $6,410+300.2% | $11,431+124.4% |