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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 | $29,787 | $162,136-81.6% | $152,301-80.4% | $154,746-80.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 48.38% | 91.02%-42.6pp | 80.50%-32.1pp | 172.34%-124.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,780 | $8,341+5.3% | $8,004+9.7% | $6,730+30.4% |
| Admin fee / account holder | $9,944 | $15,759-36.9% | $14,398-30.9% | $14,365-30.8% |