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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 | $24,199 | $209,336-88.4% | $197,124-87.7% | $137,256-82.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.10% | 48.09%-33.0pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,525 | $9,614-11.3% | $9,135-6.7% | $6,407+33.1% |
| Admin fee / account holder | $18,525 | $17,308+7.0% | $16,298+13.7% | $12,270+51.0% |