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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 | $34,822 | $117,623-70.4% | $71,702-51.4% | $134,509-74.1% |
| Participation rate | 80.0% | 68.9%+11.1pp | 62.3%+17.7pp | 81.2%-1.2pp |
| Annual return | -13.66% | 25.44%-39.1pp | 9.14%-22.8pp | 418.13%-431.8pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $3,759-100.0% | $2,658-100.0% | $6,400-100.0% |
| Admin fee / account holder | $56,263 | $6,379+782.0% | $3,974+1315.8% | $11,427+392.4% |