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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 | $32,881 | $132,099-75.1% | $115,599-71.6% | $138,895-76.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 10.34% | 176.76%-166.4pp | 111.10%-100.8pp | 145.39%-135.1pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $41,211 | $5,617+633.7% | $4,889+742.9% | $6,396+544.3% |
| Admin fee / account holder | $126,684 | $15,650+709.5% | $12,841+886.6% | $12,562+908.5% |