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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 | $29,418 | $99,380-70.4% | $90,312-67.4% | $155,188-81.0% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 17.65% | 19.35%-1.7pp | 18.90%-1.2pp | 148.84%-131.2pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,121 | $4,212+235.3% | $3,749+276.7% | $6,531+116.2% |
| Admin fee / account holder | $6,010 | $9,766-38.5% | $8,248-27.1% | $14,480-58.5% |