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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 | $32,854 | $152,542-78.5% | $117,498-72.0% | $134,509-75.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -0.47% | 53.02%-53.5pp | 29.75%-30.2pp | 418.13%-418.6pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $37,782 | $4,819+684.0% | $4,071+828.0% | $6,400+490.3% |
| Admin fee / account holder | $2,742 | $7,006-60.9% | $5,646-51.4% | $11,427-76.0% |