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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 | $70,619 | $61,596+14.6% | - | $134,545-47.5% |
| Participation rate | 100.0% | 67.3%+32.7pp | - | 81.2%+18.8pp |
| Annual return | -13.96% | -10.55%-3.4pp | - | 418.37%-432.3pp |
| Employer contribution / active EE | $0 | $2,755-100.0% | - | $4,742-100.0% |
| Participant deferral / active EE | $29,313 | $4,151+606.2% | - | $6,401+357.9% |
| Admin fee / account holder | $26,924 | $4,137+550.8% | - | $11,431+135.5% |