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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 | $81,704 | $109,967-25.7% | $97,197-15.9% | $145,877-44.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.22% | 244.27%-233.0pp | 75.47%-64.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,950 | $4,676-58.3% | $4,263-54.3% | $6,691-70.9% |
| Admin fee / account holder | $521 | $6,199-91.6% | $5,637-90.8% | $13,402-96.1% |