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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 | $18,964 | $92,684-79.5% | $82,706-77.1% | $134,509-85.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -3.31% | 945.84%-949.1pp | 701.76%-705.1pp | 418.13%-421.4pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $43,543 | $4,800+807.2% | $4,394+891.1% | $6,400+580.3% |
| Admin fee / account holder | $24,962 | $5,982+317.3% | $5,329+368.5% | $11,427+118.5% |