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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 | $32,175 | $157,304-79.5% | $141,197-77.2% | $152,909-79.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 17.21% | 64.34%-47.1pp | 71.41%-54.2pp | 345.46%-328.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,839 | $7,111-46.0% | $6,710-42.8% | $5,851-34.4% |
| Admin fee / account holder | $6,040 | $12,126-50.2% | $10,265-41.2% | $11,601-47.9% |