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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 | $35,233 | $180,462-80.5% | $154,111-77.1% | $135,379-74.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.18% | 888.17%-894.4pp | 735.18%-741.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $329 | $6,036-94.6% | $5,298-93.8% | $4,779-93.1% |
| Participant deferral / active EE | $3,616 | $5,806-37.7% | $5,081-28.8% | $5,609-35.5% |
| Admin fee / account holder | $1,257 | $16,145-92.2% | $13,411-90.6% | $10,828-88.4% |