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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 | $19,968 | $138,078-85.5% | $125,363-84.1% | $134,509-85.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.55% | 750.49%-765.0pp | 572.15%-586.7pp | 418.13%-432.7pp |
| Employer contribution / active EE | $68 | $5,245-98.7% | $4,815-98.6% | $4,741-98.6% |
| Participant deferral / active EE | $5,835 | $7,800-25.2% | $7,447-21.6% | $6,400-8.8% |
| Admin fee / account holder | $12,355 | $11,566+6.8% | $10,005+23.5% | $11,427+8.1% |