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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 | $22,491 | $111,787-79.9% | $93,681-76.0% | $145,978-84.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.69% | 203.52%-193.8pp | 133.47%-123.8pp | 550.52%-540.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,881 | $4,918+121.3% | $4,415+146.5% | $6,690+62.7% |
| Admin fee / account holder | $46,807 | $10,256+356.4% | $8,290+464.6% | $13,400+249.3% |