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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 | $22,338 | $84,708-73.6% | $75,714-70.5% | $167,536-86.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.33% | 199.62%-187.3pp | 104.62%-92.3pp | 478.82%-466.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $10,271 | $4,577+124.4% | $3,820+168.8% | $6,342+61.9% |
| Admin fee / account holder | $3,510 | $5,358-34.5% | $3,619-3.0% | $12,315-71.5% |