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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 | $35,322 | $196,972-82.1% | $182,262-80.6% | $198,609-82.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.48% | 158.27%-144.8pp | 140.60%-127.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,187 | $8,643-28.4% | $8,276-25.2% | $6,977-11.3% |
| Admin fee / account holder | $22,204 | $18,429+20.5% | $16,712+32.9% | $19,030+16.7% |