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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 | $144,162 | $138,102+4.4% | $125,381+15.0% | $134,532+7.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.25% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,403 | $7,801+46.2% | $7,448+53.1% | $6,401+78.1% |
| Admin fee / account holder | $23,325 | $11,568+101.6% | $10,007+133.1% | $11,429+104.1% |