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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 | $42,273 | $64,729-34.7% | $112,263-62.3% | $68,490-38.3% |
| Participation rate | 71.6% | 67.2%+4.5pp | 75.1%-3.4pp | 67.9%+3.7pp |
| Annual return | 1.74% | -11.40%+13.1pp | 27.49%-25.8pp | -7.85%+9.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,596 | $5,222-69.4% | $6,410-75.1% | $5,403-70.5% |