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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 | $54,834 | $202,342-72.9% | $172,753-68.3% | $152,909-64.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.09% | 1029.88%-1015.8pp | 803.00%-788.9pp | 345.46%-331.4pp |
| Employer contribution / active EE | $28,106 | $5,857+379.8% | $5,144+446.4% | $4,764+490.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,542 | $17,112-85.1% | $13,956-81.8% | $11,601-78.1% |