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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 | $27,604 | $138,076-80.0% | $123,553-77.7% | $135,380-79.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -23.86% | 153.70%-177.6pp | 119.21%-143.1pp | 519.81%-543.7pp |
| Employer contribution / active EE | $13 | $5,152-99.8% | $4,628-99.7% | $4,779-99.7% |
| Participant deferral / active EE | $19,441 | $6,800+185.9% | $6,426+202.5% | $5,609+246.6% |
| Admin fee / account holder | $5,302 | $10,917-51.4% | $9,284-42.9% | $10,828-51.0% |