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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 | $76,183 | $97,289-21.7% | $92,805-17.9% | $155,188-50.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 16.04% | 29.03%-13.0pp | 31.59%-15.5pp | 148.84%-132.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $31,812 | $8,795+261.7% | $8,448+276.6% | $6,531+387.1% |
| Admin fee / account holder | $24,006 | $12,015+99.8% | $10,911+120.0% | $14,480+65.8% |