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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 | $132,647 | $817,678-83.8% | $392,568-66.2% | $152,909-13.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 16.43% | 22.84%-6.4pp | 24.42%-8.0pp | 345.46%-329.0pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,848 | $8,398+64.9% | $5,985+131.4% | $5,851+136.7% |
| Admin fee / account holder | $2,792 | $12,095-76.9% | $6,260-55.4% | $11,601-75.9% |