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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 | $35,629 | $95,917-62.9% | $79,583-55.2% | $134,545-73.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.48% | -2.70%-12.8pp | 0.16%-15.6pp | 418.37%-433.8pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,373 | $4,694-49.4% | $3,986-40.5% | $6,401-62.9% |
| Admin fee / account holder | $5,136 | $9,132-43.8% | $6,835-24.9% | $11,431-55.1% |