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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 | $93,995 | $156,970-40.1% | $121,210-22.5% | $139,487-32.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 12.08% | 1477.10%-1465.0pp | 987.41%-975.3pp | 373.84%-361.8pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,645 | $4,849-66.1% | $4,084-59.7% | $6,713-75.5% |
| Admin fee / account holder | $22,566 | $6,947+224.8% | $5,647+299.6% | $11,407+97.8% |