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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 | $28,333 | $116,190-75.6% | $93,614-69.7% | $152,885-81.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 8.41% | 35.96%-27.6pp | 32.76%-24.4pp | 345.39%-337.0pp |
| Employer contribution / active EE | $477 | $3,219-85.2% | $2,718-82.5% | $4,763-90.0% |
| Participant deferral / active EE | $3,962 | $4,604-14.0% | $4,069-2.6% | $5,851-32.3% |
| Admin fee / account holder | $456 | $10,749-95.8% | $7,889-94.2% | $11,598-96.1% |