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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 | $6,869 | $116,167-94.1% | $64,489-89.3% | $137,256-95.0% |
| Participation rate | 93.3% | 68.2%+25.1pp | 67.7%+25.6pp | 80.0%+13.4pp |
| Annual return | 18.91% | 36.55%-17.6pp | 55.03%-36.1pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,675 | $4,215+10.9% | $2,778+68.3% | $6,407-27.0% |
| Admin fee / account holder | $4,384 | $6,188-29.2% | $4,260+2.9% | $12,270-64.3% |