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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 | $28,164 | $108,897-74.1% | $100,378-71.9% | $145,877-80.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.15% | 58.17%-49.0pp | 49.41%-40.3pp | 551.28%-542.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $25,845 | $8,455+205.7% | $8,087+219.6% | $6,691+286.3% |
| Admin fee / account holder | $1,175 | $9,690-87.9% | $7,899-85.1% | $13,402-91.2% |