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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 | $114,013-89.5% | $103,693-88.4% | $155,188-92.3% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+5.9pp | 80.8%-2.2pp |
| Annual return | 16.25% | 49.31%-33.1pp | 47.61%-31.4pp | 148.84%-132.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $17,664 | $4,970+255.4% | $4,579+285.7% | $6,531+170.5% |
| Admin fee / account holder | $8,853 | $8,407+5.3% | $7,858+12.7% | $14,480-38.9% |