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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 | $40,887 | $48,078-15.0% | $78,676-48.0% | $62,881-35.0% |
| Participation rate | 84.4% | 65.2%+19.2pp | 73.6%+10.9pp | 69.3%+15.1pp |
| Annual return | 7.14% | 31.36%-24.2pp | 62.19%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,425 | $3,206+69.2% | $4,510+20.3% | $4,296+26.3% |