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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 | $73,628 | $85,196-13.6% | $76,383-3.6% | $145,897-49.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 11.72% | 13.13%-1.4pp | 13.79%-2.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $5,268-100.0% | $4,587-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,939 | $6,386+8.7% | $5,474+26.8% | $6,689+3.7% |
| Admin fee / account holder | $12,074 | $5,786+108.7% | $5,147+134.6% | $13,390-9.8% |