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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,865 | $69,248-59.8% | $64,101-56.5% | $139,466-80.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.30% | 45.95%-38.7pp | 33.72%-26.4pp | 373.66%-366.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,918 | $4,682-37.7% | $3,881-24.8% | $6,712-56.5% |
| Admin fee / account holder | $3,112 | $4,247-26.7% | $3,070+1.3% | $11,409-72.7% |