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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 | $59,012 | $108,226-45.5% | $77,513-23.9% | $158,950-62.9% |
| Participation rate | 88.9% | 64.4%+24.5pp | 54.2%+34.7pp | 82.0%+6.9pp |
| Annual return | 9.72% | 31.67%-22.0pp | 54.81%-45.1pp | 302.91%-293.2pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $700 | $3,710-81.1% | $2,859-75.5% | $11,248-93.8% |