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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 | $106,818 | $175,646-39.2% | $129,118-17.3% | $134,545-20.6% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.2%-2.2pp | 81.2%-6.2pp |
| Annual return | -15.23% | -11.39%-3.8pp | -10.94%-4.3pp | 418.37%-433.6pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,757 | $7,970+35.0% | $6,539+64.5% | $6,401+68.0% |
| Admin fee / account holder | $9,650 | $23,578-59.1% | $14,305-32.5% | $11,431-15.6% |