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Employer 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 | $9,808 | $92,707-89.4% | $82,726-88.1% | $134,493-92.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.29% | 945.12%-960.4pp | 701.33%-716.6pp | 418.01%-433.3pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $11,507 | $4,801+139.7% | $4,394+161.9% | $6,400+79.8% |
| Admin fee / account holder | $430 | $5,980-92.8% | $5,328-91.9% | $11,425-96.2% |