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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 | $47,708 | $123,155-61.3% | $108,753-56.1% | $155,188-69.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.26% | 44.73%-29.5pp | 37.47%-22.2pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $75,535 | $4,623+1533.8% | $4,115+1735.7% | $6,531+1056.5% |
| Admin fee / account holder | $14,988 | $12,126+23.6% | $10,320+45.2% | $14,480+3.5% |