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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 | $14,936 | $165,584-91.0% | $142,942-89.6% | $137,256-89.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 9.94% | 164.22%-154.3pp | 113.70%-103.8pp | 220.34%-210.4pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,634 | $8,194+42.0% | $7,128+63.2% | $6,407+81.6% |
| Admin fee / account holder | $8,035 | $16,167-50.3% | $12,475-35.6% | $12,270-34.5% |