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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 | $26,757 | $65,712-59.3% | $57,196-53.2% | $273,972-90.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.77% | 22.01%-17.2pp | 14.59%-9.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,169 | $3,782+116.0% | $3,096+163.9% | $5,287+54.5% |
| Admin fee / account holder | $1,672 | $4,838-65.4% | $3,141-46.7% | $10,133-83.5% |