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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 | $92,452 | $100,139-7.7% | $85,187+8.5% | $145,884-36.6% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 16.78% | 84.15%-67.4pp | 66.67%-49.9pp | 551.85%-535.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,045 | $5,296-61.4% | $4,525-54.8% | $6,690-69.4% |
| Admin fee / account holder | $2,627 | $7,262-63.8% | $6,162-57.4% | $13,392-80.4% |