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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 | $5,332 | $88,996-94.0% | $78,004-93.2% | $138,895-96.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 55.97% | 28.03%+27.9pp | 31.07%+24.9pp | 145.39%-89.4pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $57,289 | $4,724+1112.7% | $4,092+1300.1% | $6,396+795.7% |
| Admin fee / account holder | $3,052 | $8,807-65.3% | $7,578-59.7% | $12,562-75.7% |