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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 | $50,992 | $167,362-69.5% | $143,799-64.5% | $134,532-62.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -13.68% | 0.47%-14.2pp | -0.04%-13.6pp | 418.27%-431.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,729 | $6,447-11.1% | $5,638+1.6% | $6,401-10.5% |
| Admin fee / account holder | $12,503 | $18,094-30.9% | $14,677-14.8% | $11,429+9.4% |