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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 | $52,938 | $81,696-35.2% | $70,494-24.9% | $158,982-66.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.27% | 208.70%-196.4pp | 109.16%-96.9pp | 302.99%-290.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,581 | $4,558-21.4% | $3,711-3.5% | $5,983-40.2% |
| Admin fee / account holder | $826 | $6,200-86.7% | $3,848-78.5% | $11,252-92.7% |