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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 | $45,944 | $107,666-57.3% | $102,184-55.0% | $154,746-70.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.06% | 29.33%-12.3pp | 31.58%-14.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $76,537 | $8,719+777.8% | $8,309+821.1% | $6,730+1037.2% |
| Admin fee / account holder | $470 | $12,943-96.4% | $11,609-96.0% | $14,365-96.7% |