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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 | $71,041 | $138,102-48.6% | $125,381-43.3% | $134,532-47.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.83% | 750.73%-762.6pp | 572.31%-584.1pp | 418.27%-430.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,771 | $7,801-13.2% | $7,448-9.1% | $6,401+5.8% |
| Admin fee / account holder | $25,284 | $11,568+118.6% | $10,007+152.7% | $11,429+121.2% |