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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 | $23,978 | $107,666-77.7% | $102,184-76.5% | $154,746-84.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.85% | 29.33%-12.5pp | 31.58%-14.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,274 | $8,719+75.2% | $8,309+83.8% | $6,730+126.9% |
| Admin fee / account holder | $3,944 | $12,943-69.5% | $11,609-66.0% | $14,365-72.5% |