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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 | $43,988 | $228,352-80.7% | $185,827-76.3% | $158,950-72.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.24% | 40.81%-32.6pp | 35.96%-27.7pp | 302.91%-294.7pp |
| Employer contribution / active EE | $16,667 | $4,967+235.6% | $4,087+307.8% | $4,762+250.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,782 | $11,867-76.6% | $9,502-70.7% | $11,248-75.3% |