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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 | $67,465 | $227,633-70.4% | $189,597-64.4% | $167,553-59.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.94% | 78.45%-68.5pp | 64.20%-54.3pp | 478.89%-469.0pp |
| Employer contribution / active EE | $67 | $5,317-98.7% | $4,412-98.5% | $4,840-98.6% |
| Participant deferral / active EE | $1,975 | $7,003-71.8% | $6,174-68.0% | $6,343-68.9% |
| Admin fee / account holder | $23,851 | $11,879+100.8% | $9,807+143.2% | $12,316+93.6% |