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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 | $110,052 | $110,278-0.2% | $95,740+14.9% | $139,466-21.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.40% | 27.19%-15.8pp | 28.41%-17.0pp | 373.66%-362.3pp |
| Employer contribution / active EE | $1 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,839 | $4,674-39.3% | $4,244-33.1% | $6,712-57.7% |
| Admin fee / account holder | $8,822 | $6,613+33.4% | $5,676+55.4% | $11,409-22.7% |