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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 | $25,039 | $94,439-73.5% | $73,658-66.0% | $154,746-83.8% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 11.26% | 28.25%-17.0pp | 29.72%-18.5pp | 172.34%-161.1pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,785 | $2,527+168.5% | $2,062+229.1% | $6,730+0.8% |
| Admin fee / account holder | $13,228 | $3,843+244.2% | $3,357+294.1% | $14,365-7.9% |