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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 | $36,638 | $70,366-47.9% | $66,674-45.0% | $138,895-73.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 5.38% | 386.41%-381.0pp | 321.24%-315.9pp | 145.39%-140.0pp |
| Employer contribution / active EE | $140 | $2,765-94.9% | $2,620-94.7% | $4,194-96.7% |
| Participant deferral / active EE | $800 | $4,374-81.7% | $4,084-80.4% | $6,396-87.5% |
| Admin fee / account holder | $35,047 | $5,262+566.0% | $5,098+587.4% | $12,562+179.0% |