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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 | $93,797 | $227,399-58.8% | $189,758-50.6% | $198,609-52.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.18% | 61.03%-48.9pp | 52.62%-40.4pp | 202.70%-190.5pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $19,092 | $6,837+179.3% | $5,856+226.0% | $6,977+173.6% |
| Admin fee / account holder | $4,408 | $25,162-82.5% | $20,388-78.4% | $19,030-76.8% |