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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 | $2,765 | $104,650-97.4% | $83,854-96.7% | $155,188-98.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 3.94% | 28.97%-25.0pp | 31.39%-27.5pp | 148.84%-144.9pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,266 | $2,367+38.0% | $2,035+60.5% | $6,531-50.0% |
| Admin fee / account holder | $5,236 | $3,518+48.8% | $3,197+63.8% | $14,480-63.8% |