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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 | $27,453 | $73,546-62.7% | $63,018-56.4% | $147,586-81.4% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.8%+18.5pp | 82.8%+10.5pp |
| Annual return | 17.06% | 175.56%-158.5pp | 87.62%-70.6pp | 578.59%-561.5pp |
| Employer contribution / active EE | $113 | $3,324-96.6% | $2,761-95.9% | $4,876-97.7% |
| Participant deferral / active EE | $4,300 | $4,185+2.7% | $3,330+29.1% | $5,439-20.9% |
| Admin fee / account holder | $2,244 | $5,956-62.3% | $3,601-37.7% | $10,886-79.4% |