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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 | $31,192 | $96,123-67.5% | $77,361-59.7% | $198,609-84.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 7.57% | 2054.81%-2047.2pp | 1011.54%-1004.0pp | 202.70%-195.1pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,731 | $4,975-65.2% | $3,911-55.7% | $6,977-75.2% |
| Admin fee / account holder | $1,077 | $9,471-88.6% | $5,894-81.7% | $19,030-94.3% |