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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 | $33,348 | $118,875-71.9% | $96,572-65.5% | $167,553-80.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.57% | 50.50%-30.9pp | 37.79%-18.2pp | 478.89%-459.3pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,089 | $4,617-33.1% | $3,850-19.8% | $6,343-51.3% |
| Admin fee / account holder | $1,418 | $8,070-82.4% | $6,183-77.1% | $12,316-88.5% |