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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 | $45,365 | $97,289-53.4% | $92,805-51.1% | $155,188-70.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 17.85% | 29.03%-11.2pp | 31.59%-13.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,024 | $8,795+116.3% | $8,448+125.2% | $6,531+191.3% |
| Admin fee / account holder | $15,006 | $12,015+24.9% | $10,911+37.5% | $14,480+3.6% |