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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 | $12,002 | $70,366-82.9% | $66,674-82.0% | $138,895-91.4% |
| Participation rate | 78.6% | 76.2%+2.4pp | 73.7%+4.9pp | 79.9%-1.3pp |
| Annual return | 16.25% | 386.41%-370.2pp | 321.24%-305.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $17,664 | $4,374+303.8% | $4,084+332.5% | $6,396+176.2% |
| Admin fee / account holder | $8,853 | $5,262+68.2% | $5,098+73.6% | $12,562-29.5% |