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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 | $101,244 | $169,361-40.2% | $129,397-21.8% | $145,877-30.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.44% | 14395.54%-14373.1pp | 9453.98%-9431.5pp | 551.28%-528.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,367 | $4,987-52.5% | $4,167-43.2% | $6,691-64.6% |
| Admin fee / account holder | $30,754 | $9,903+210.6% | $7,679+300.5% | $13,402+129.5% |