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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 | $44,504 | $162,821-72.7% | $133,978-66.8% | $158,982-72.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.66% | 41.95%-25.3pp | 45.10%-28.4pp | 302.99%-286.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,187 | $5,910+72.4% | $5,047+101.8% | $5,983+70.3% |
| Admin fee / account holder | $2,813 | $11,742-76.0% | $8,930-68.5% | $11,252-75.0% |