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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 | $20,294 | $138,102-85.3% | $125,381-83.8% | $134,532-84.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.18% | 750.73%-768.9pp | 572.31%-590.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $630 | $5,245-88.0% | $4,815-86.9% | $4,741-86.7% |
| Participant deferral / active EE | $14,402 | $7,801+84.6% | $7,448+93.4% | $6,401+125.0% |
| Admin fee / account holder | $4,467 | $11,568-61.4% | $10,007-55.4% | $11,429-60.9% |