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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,702 | $78,694-11.4% | $67,653+3.0% | $125,388-44.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.31% | 9.46%-13.8pp | 6625.22%-6629.5pp | 282.24%-286.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $23,731 | $4,292+452.9% | $3,560+566.7% | $5,352+343.4% |
| Admin fee / account holder | $44,122 | $7,403+496.0% | $4,821+815.2% | $9,541+362.5% |