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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 | $140,399 | $133,998+4.8% | $112,263+25.1% | $134,545+4.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.36% | 47.17%-62.5pp | 27.49%-42.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $413 | $4,040-89.8% | $3,636-88.6% | $4,742-91.3% |
| Participant deferral / active EE | $1,653 | $5,292-68.8% | $4,729-65.1% | $6,401-74.2% |
| Admin fee / account holder | $13,281 | $7,493+77.2% | $6,410+107.2% | $11,431+16.2% |