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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 | $77,479 | $105,856-26.8% | $90,161-14.1% | $147,585-47.5% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 13.60% | 37.63%-24.0pp | 34.89%-21.3pp | 578.58%-565.0pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,802 | $5,733+88.4% | $5,287+104.3% | $5,439+98.6% |
| Admin fee / account holder | $25,882 | $8,046+221.7% | $5,943+335.5% | $10,886+137.8% |