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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,917 | $99,079-53.7% | $78,002-41.1% | $273,972-83.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -2.99% | 217.93%-220.9pp | 425.99%-429.0pp | 41.46%-44.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,237 | $4,306+68.1% | $3,497+106.9% | $5,287+36.9% |
| Admin fee / account holder | $6,625 | $8,954-26.0% | $5,481+20.9% | $10,133-34.6% |