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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 | $69,748 | $167,352-58.3% | $143,788-51.5% | $134,509-48.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.38% | 0.47%-17.9pp | -0.03%-17.4pp | 418.13%-435.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $20,811 | $6,447+222.8% | $5,638+269.1% | $6,400+225.2% |
| Admin fee / account holder | $1,187 | $18,091-93.4% | $14,675-91.9% | $11,427-89.6% |