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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 | $66,340 | $77,707-14.6% | $70,160-5.4% | $139,487-52.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.28% | 19.30%-6.0pp | 19.08%-5.8pp | 373.84%-360.6pp |
| Employer contribution / active EE | $0 | $4,986-100.0% | $4,285-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,590 | $6,443-59.8% | $5,394-52.0% | $6,713-61.4% |
| Admin fee / account holder | $5,581 | $5,397+3.4% | $4,582+21.8% | $11,407-51.1% |