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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 | $55,179 | $100,805-45.3% | $86,698-36.4% | $134,532-59.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -4.66% | 29.09%-33.7pp | 35.95%-40.6pp | 418.27%-422.9pp |
| Employer contribution / active EE | $269 | $3,490-92.3% | $2,837-90.5% | $4,741-94.3% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $925 | $10,925-91.5% | $7,493-87.7% | $11,429-91.9% |