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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 | $87,166-85.9% | $76,735-84.0% | $137,256-91.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.28% | 26.50%-9.2pp | 29.77%-12.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,527 | $4,726+17.0% | $4,088+35.2% | $6,407-13.7% |
| Admin fee / account holder | $1,692 | $8,403-79.9% | $7,189-76.5% | $12,270-86.2% |