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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 | $174,018-85.6% | $136,833-81.7% | $198,609-87.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 11.26% | 35.16%-23.9pp | 35.32%-24.1pp | 202.70%-191.4pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,785 | $2,873+136.1% | $2,441+178.0% | $6,977-2.7% |
| Admin fee / account holder | $13,228 | $5,434+143.4% | $4,706+181.1% | $19,030-30.5% |