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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 | $129,751 | $133,981-3.2% | $112,249+15.6% | $134,532-3.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.87% | 47.16%-62.0pp | 27.48%-42.4pp | 418.27%-433.1pp |
| Employer contribution / active EE | $586 | $4,040-85.5% | $3,636-83.9% | $4,741-87.6% |
| Participant deferral / active EE | $5,821 | $5,292+10.0% | $4,729+23.1% | $6,401-9.1% |
| Admin fee / account holder | $26,519 | $7,492+254.0% | $6,412+313.6% | $11,429+132.0% |