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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 | $108,922-74.1% | $100,398-71.9% | $145,978-80.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.15% | 58.04%-48.9pp | 49.32%-40.2pp | 550.52%-541.4pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $25,845 | $8,450+205.9% | $8,084+219.7% | $6,690+286.3% |
| Admin fee / account holder | $1,175 | $9,680-87.9% | $7,893-85.1% | $13,400-91.2% |