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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 | $24,855 | $77,449-67.9% | $69,483-64.2% | $152,909-83.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 8.69% | 39.09%-30.4pp | 28.99%-20.3pp | 345.46%-336.8pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,435 | $4,415-44.9% | $3,537-31.2% | $5,851-58.4% |
| Admin fee / account holder | $1,754 | $6,210-71.8% | $3,841-54.3% | $11,601-84.9% |