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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 | $4,458 | $70,366-93.7% | $66,674-93.3% | $138,895-96.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.56% | 386.41%-368.8pp | 321.24%-303.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,655 | $4,374-62.2% | $4,084-59.5% | $6,396-74.1% |
| Admin fee / account holder | $3,483 | $5,262-33.8% | $5,098-31.7% | $12,562-72.3% |