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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 | $12,121 | $152,591-92.1% | $117,529-89.7% | $134,545-91.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.83% | 53.04%-63.9pp | 29.77%-40.6pp | 418.37%-429.2pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,618 | $4,821-25.0% | $4,072-11.2% | $6,401-43.5% |
| Admin fee / account holder | $2,136 | $7,004-69.5% | $5,645-62.2% | $11,431-81.3% |