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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 | $21,246 | $107,666-80.3% | $102,184-79.2% | $154,746-86.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.63% | 29.33%-13.7pp | 31.58%-15.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $26,952 | $8,719+209.1% | $8,309+224.4% | $6,730+300.5% |
| Admin fee / account holder | $3,622 | $12,943-72.0% | $11,609-68.8% | $14,365-74.8% |