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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 | $7,964 | $94,439-91.6% | $73,658-89.2% | $154,746-94.9% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 16.10% | 28.25%-12.1pp | 29.72%-13.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,130 | $2,527+23.9% | $2,062+51.8% | $6,730-53.5% |
| Admin fee / account holder | $2,310 | $3,843-39.9% | $3,357-31.2% | $14,365-83.9% |