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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 | $12,201 | $100,139-87.8% | $85,187-85.7% | $145,884-91.6% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 9.65% | 84.15%-74.5pp | 66.67%-57.0pp | 551.85%-542.2pp |
| Employer contribution / active EE | $36 | $3,238-98.9% | $2,732-98.7% | $4,662-99.2% |
| Participant deferral / active EE | $8,421 | $5,296+59.0% | $4,525+86.1% | $6,690+25.9% |
| Admin fee / account holder | $451 | $7,262-93.8% | $6,162-92.7% | $13,392-96.6% |