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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 | $17,165 | $108,897-84.2% | $100,378-82.9% | $145,877-88.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 16.62% | 58.17%-41.6pp | 49.41%-32.8pp | 551.28%-534.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,181 | $8,455-15.1% | $8,087-11.2% | $6,691+7.3% |
| Admin fee / account holder | $1,889 | $9,690-80.5% | $7,899-76.1% | $13,402-85.9% |