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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 | $35,406 | $183,516-80.7% | $155,534-77.2% | $145,884-75.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.89% | 61.43%-43.5pp | 64.92%-47.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $161 | $5,315-97.0% | $4,675-96.6% | $4,662-96.5% |
| Participant deferral / active EE | $13,544 | $6,467+109.4% | $5,630+140.6% | $6,690+102.5% |
| Admin fee / account holder | $8,069 | $19,293-58.2% | $15,900-49.2% | $13,392-39.7% |