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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 | $25,801 | $108,942-76.3% | $100,415-74.3% | $145,897-82.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.25% | 58.27%-48.0pp | 49.47%-39.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,810 | $8,461+27.8% | $8,091+33.6% | $6,689+61.6% |
| Admin fee / account holder | $8,037 | $9,702-17.2% | $7,906+1.7% | $13,390-40.0% |