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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 | $25,528 | $112,933-77.4% | $90,970-71.9% | $158,982-83.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.73% | 215.82%-206.1pp | 134.60%-124.9pp | 302.99%-293.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,649 | $4,128+12.6% | $3,373+37.8% | $5,983-22.3% |
| Admin fee / account holder | $15,623 | $8,047+94.2% | $5,961+162.1% | $11,252+38.9% |