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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 | $27,666 | $124,425-77.8% | $112,040-75.3% | $137,256-79.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.95% | 24.72%-10.8pp | 24.52%-10.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,604 | $5,718-54.5% | $5,098-48.9% | $6,407-59.4% |
| Admin fee / account holder | $13,792 | $15,207-9.3% | $12,098+14.0% | $12,270+12.4% |