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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 | $36,557 | $102,609-64.4% | $98,090-62.7% | $138,895-73.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.66% | 36.44%-16.8pp | 37.05%-17.4pp | 145.39%-125.7pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $20,889 | $8,167+155.8% | $7,845+166.3% | $6,396+226.6% |
| Admin fee / account holder | $4,660 | $11,434-59.2% | $11,815-60.6% | $12,562-62.9% |