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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 | $5,786 | $110,039-94.7% | $97,260-94.1% | $145,884-96.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.29% | 244.44%-235.2pp | 75.54%-66.3pp | 551.85%-542.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,721 | $4,674+43.8% | $4,262+57.7% | $6,690+0.5% |
| Admin fee / account holder | $946 | $6,204-84.8% | $5,640-83.2% | $13,392-92.9% |