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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 | $2,765 | $69,118-96.0% | $53,647-94.8% | $138,895-98.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 3.94% | 248.26%-244.3pp | 358.33%-354.4pp | 145.39%-141.5pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,266 | $2,274+43.6% | $1,813+80.1% | $6,396-48.9% |
| Admin fee / account holder | $5,236 | $2,724+92.2% | $2,460+112.9% | $12,562-58.3% |