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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 | $58,262 | $185,199-68.5% | $142,874-59.2% | $167,518-65.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 15.63% | 8556.90%-8541.3pp | 5638.58%-5623.0pp | 478.71%-463.1pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,480 | $4,495+88.7% | $3,838+121.0% | $6,342+33.7% |
| Admin fee / account holder | $18,845 | $8,031+134.7% | $6,561+187.2% | $12,312+53.1% |