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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,716 | $99,668-77.2% | $86,451-73.7% | $134,545-83.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.42% | 6789.61%-6801.0pp | 4398.51%-4409.9pp | 418.37%-429.8pp |
| Employer contribution / active EE | $421 | $4,403-90.4% | $3,770-88.8% | $4,742-91.1% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $646 | $8,377-92.3% | $6,734-90.4% | $11,431-94.3% |