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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 | $72,386 | $111,830-35.3% | $93,696-22.7% | $145,884-50.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.55% | 204.08%-192.5pp | 133.74%-122.2pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,351 | $4,920+29.1% | $4,417+43.8% | $6,690-5.1% |
| Admin fee / account holder | $161,711 | $10,249+1477.8% | $8,287+1851.5% | $13,392+1107.5% |