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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 | $25,059 | $110,337-77.3% | $102,383-75.5% | $145,877-82.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.39% | 24.83%-6.4pp | 24.94%-6.5pp | 551.28%-532.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,060 | $5,621-10.0% | $5,0600% | $6,691-24.4% |
| Admin fee / account holder | $7,764 | $9,750-20.4% | $8,391-7.5% | $13,402-42.1% |