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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 | $28,870 | $100,073-71.2% | $85,126-66.1% | $145,877-80.2% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 11.01% | 84.11%-73.1pp | 66.63%-55.6pp | 551.28%-540.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,000 | $5,294+70.0% | $4,523+99.0% | $6,691+34.5% |
| Admin fee / account holder | $14,561 | $7,261+100.5% | $6,160+136.4% | $13,402+8.6% |