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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,082 | $111,785-50.7% | $93,669-41.2% | $145,877-62.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.06% | 203.79%-199.7pp | 133.59%-129.5pp | 551.28%-547.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $42,300 | $4,919+760.0% | $4,416+858.0% | $6,691+532.2% |
| Admin fee / account holder | $11,865 | $10,256+15.7% | $8,291+43.1% | $13,402-11.5% |