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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 | $27,746 | $178,174-84.4% | $156,181-82.2% | $137,256-79.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.02% | 84.19%-73.2pp | 64.87%-53.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3 | $4,972-99.9% | $4,294-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $40,455 | $6,888+487.3% | $6,132+559.7% | $6,407+531.4% |
| Admin fee / account holder | $694 | $17,404-96.0% | $14,586-95.2% | $12,270-94.3% |