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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 | $15,492 | $100,139-84.5% | $85,187-81.8% | $145,884-89.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 25.34% | 84.15%-58.8pp | 66.67%-41.3pp | 551.85%-526.5pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $32,649 | $5,296+516.5% | $4,525+621.5% | $6,690+388.0% |
| Admin fee / account holder | $9,203 | $7,262+26.7% | $6,162+49.4% | $13,392-31.3% |