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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 | $45,491 | $124,346-63.4% | $111,308-59.1% | $167,536-72.8% |
| Participation rate | 77.8% | 79.6%-1.9pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 15.22% | 37.45%-22.2pp | 54.67%-39.4pp | 478.82%-463.6pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,125 | $10,621-70.6% | $7,965-60.8% | $12,315-74.6% |