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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 | $17,314 | $103,164-83.2% | $90,259-80.8% | $154,746-88.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 14.05% | 19.25%-5.2pp | 18.88%-4.8pp | 172.34%-158.3pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,730 | $4,422+278.4% | $3,827+337.2% | $6,730+148.6% |
| Admin fee / account holder | $7,498 | $8,593-12.7% | $7,267+3.2% | $14,365-47.8% |