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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 | $34,400 | $92,743-62.9% | $82,744-58.4% | $134,532-74.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.29% | 946.63%-957.9pp | 702.22%-713.5pp | 418.27%-429.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,400 | $4,802+74.9% | $4,395+91.1% | $6,401+31.2% |
| Admin fee / account holder | $542 | $5,977-90.9% | $5,325-89.8% | $11,429-95.3% |