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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 | $31,192 | $76,368-59.2% | $67,681-53.9% | $154,746-79.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 7.57% | 1066.77%-1059.2pp | 590.58%-583.0pp | 172.34%-164.8pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,731 | $4,824-64.1% | $3,976-56.5% | $6,730-74.3% |
| Admin fee / account holder | $1,077 | $8,559-87.4% | $6,100-82.3% | $14,365-92.5% |