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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 | $12,312 | $107,733-88.6% | $92,985-86.8% | $154,746-92.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 17.28% | 30.39%-13.1pp | 27.99%-10.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,527 | $5,053+9.4% | $4,377+26.3% | $6,730-17.9% |
| Admin fee / account holder | $1,692 | $11,369-85.1% | $9,463-82.1% | $14,365-88.2% |