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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 | $37,242 | $110,551-66.3% | $80,741-53.9% | $167,518-77.8% |
| Participation rate | 88.9% | 64.0%+24.9pp | 54.2%+34.7pp | 82.1%+6.8pp |
| Annual return | 16.29% | 120.57%-104.3pp | 87.30%-71.0pp | 478.71%-462.4pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $14,406 | $2,870+401.9% | $2,145+571.5% | $6,342+127.2% |
| Admin fee / account holder | $10,970 | $4,547+141.3% | $3,380+224.5% | $12,312-10.9% |