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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 | $84,418 | $52,306+61.4% | $69,779+21.0% | $62,881+34.3% |
| Participation rate | 70.3% | 67.2%+3.0pp | 71.8%-1.6pp | 69.3%+1.0pp |
| Annual return | 6.02% | 13.35%-7.3pp | 12.99%-7.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $15,818 | $3,691+328.5% | $4,381+261.1% | $4,296+268.2% |