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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 | $52,834 | $81,696-35.3% | $70,494-25.1% | $158,982-66.8% |
| Participation rate | 91.7% | 77.7%+13.9pp | 75.1%+16.6pp | 82.0%+9.7pp |
| Annual return | 17.62% | 208.70%-191.1pp | 109.16%-91.5pp | 302.99%-285.4pp |
| Employer contribution / active EE | $184 | $3,220-94.3% | $2,738-93.3% | $4,763-96.1% |
| Participant deferral / active EE | $4,011 | $4,558-12.0% | $3,711+8.1% | $5,983-33.0% |
| Admin fee / account holder | $1,490 | $6,200-76.0% | $3,848-61.3% | $11,252-86.8% |