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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 | $26,761 | $100,970-73.5% | $96,576-72.3% | $137,256-80.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 27.48% | 38.16%-10.7pp | 38.47%-11.0pp | 220.34%-192.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,695 | $8,286-31.3% | $7,956-28.4% | $6,407-11.1% |
| Admin fee / account holder | $26,418 | $11,312+133.5% | $11,381+132.1% | $12,270+115.3% |