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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 | $67,660 | $87,733-22.9% | $106,554-36.5% | $85,851-21.2% |
| Participation rate | 93.1% | 71.9%+21.2pp | 76.1%+17.0pp | 69.3%+23.8pp |
| Annual return | 24.42% | 21.86%+2.6pp | 26.80%-2.4pp | 318.63%-294.2pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,772 | $6,767-59.0% | $7,408-62.6% | $6,261-55.7% |