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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 | $16,581 | $108,942-84.8% | $100,415-83.5% | $145,897-88.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.73% | 58.27%-44.5pp | 49.47%-35.7pp | 552.29%-538.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,905 | $8,461+88.0% | $8,091+96.6% | $6,689+137.8% |
| Admin fee / account holder | $578 | $9,702-94.0% | $7,906-92.7% | $13,390-95.7% |