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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 | $48,960 | $100,805-51.4% | $86,698-43.5% | $134,532-63.6% |
| Participation rate | 76.9% | 79.0%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | -17.06% | 29.09%-46.1pp | 35.95%-53.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,109 | $5,339+89.3% | $4,656+117.1% | $6,401+57.9% |
| Admin fee / account holder | $7,109 | $10,925-34.9% | $7,493-5.1% | $11,429-37.8% |