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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 | $49,582 | $176,786-72.0% | $146,643-66.2% | $167,536-70.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.52% | 24.04%-9.5pp | 22.75%-8.2pp | 478.82%-464.3pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,770 | $6,440-25.9% | $5,506-13.4% | $6,342-24.8% |
| Admin fee / account holder | $20,217 | $13,262+52.5% | $10,280+96.7% | $12,315+64.2% |