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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 | $8,955 | $107,809-91.7% | $97,032-90.8% | $155,188-94.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 9.42% | 38.06%-28.6pp | 35.38%-26.0pp | 148.84%-139.4pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,362 | $5,129-73.4% | $4,672-70.8% | $6,531-79.1% |
| Admin fee / account holder | $6,748 | $10,717-37.0% | $9,418-28.3% | $14,480-53.4% |