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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 | $89,998 | $165,939-45.8% | $122,354-26.4% | $147,586-39.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.90% | 34.56%-17.7pp | 30.28%-13.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,233 | $4,005-69.2% | $3,287-62.5% | $5,439-77.3% |
| Admin fee / account holder | $643 | $7,425-91.3% | $5,479-88.3% | $10,886-94.1% |