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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 | $30,108 | $81,664-63.1% | $70,476-57.3% | $158,966-81.1% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.8pp | 82.0%+8.9pp |
| Annual return | 15.14% | 208.59%-193.5pp | 109.12%-94.0pp | 302.95%-287.8pp |
| Employer contribution / active EE | $168 | $3,219-94.8% | $2,738-93.9% | $4,762-96.5% |
| Participant deferral / active EE | $1,559 | $4,556-65.8% | $3,710-58.0% | $5,983-73.9% |
| Admin fee / account holder | $1,205 | $6,197-80.6% | $3,847-68.7% | $11,250-89.3% |