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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 | $20,054 | $65,555-69.4% | $86,216-76.7% | $75,173-73.3% |
| Participation rate | 96.4% | 60.5%+35.9pp | 69.0%+27.5pp | 67.2%+29.2pp |
| Annual return | -40.12% | 46.07%-86.2pp | 1169.42%-1209.5pp | 160.72%-200.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,040 | $5,469+10.4% | $6,853-11.9% | $5,651+6.9% |