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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 | $95,769 | $152,591-37.2% | $117,529-18.5% | $134,545-28.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.76% | 53.04%-68.8pp | 29.77%-45.5pp | 418.37%-434.1pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,664 | $4,821-44.7% | $4,072-34.6% | $6,401-58.4% |
| Admin fee / account holder | $10,457 | $7,004+49.3% | $5,645+85.2% | $11,431-8.5% |