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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 | $43,470 | $114,119-61.9% | $107,187-59.4% | $138,895-68.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.80% | 273.21%-261.4pp | 204.55%-192.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $602 | $4,059-85.2% | $3,782-84.1% | $4,194-85.7% |
| Participant deferral / active EE | $3,770 | $5,538-31.9% | $5,096-26.0% | $6,396-41.1% |
| Admin fee / account holder | $14,892 | $10,024+48.6% | $9,162+62.5% | $12,562+18.5% |