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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 | $106,588-88.4% | $94,215-86.9% | $155,188-92.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 17.28% | 29.39%-12.1pp | 28.22%-10.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,527 | $4,802+15.1% | $4,276+29.3% | $6,531-15.4% |
| Admin fee / account holder | $1,692 | $12,281-86.2% | $10,216-83.4% | $14,480-88.3% |