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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 | $27,786 | $105,160-73.6% | $94,679-70.7% | $139,456-80.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.63% | 38.04%-26.4pp | 156.75%-145.1pp | 373.45%-361.8pp |
| Employer contribution / active EE | $17 | $4,107-99.6% | $3,673-99.5% | $4,753-99.6% |
| Participant deferral / active EE | $9,241 | $7,599+21.6% | $7,417+24.6% | $6,711+37.7% |
| Admin fee / account holder | $1,780 | $8,988-80.2% | $7,233-75.4% | $11,407-84.4% |