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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 | $47,999 | $100,147-52.1% | $81,286-41.0% | $145,877-67.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.27% | 34.44%-25.2pp | 24.80%-15.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $86 | $2,977-97.1% | $2,463-96.5% | $4,663-98.2% |
| Participant deferral / active EE | $15,276 | $4,607+231.6% | $3,883+293.4% | $6,691+128.3% |
| Admin fee / account holder | $3,629 | $8,201-55.7% | $5,764-37.0% | $13,402-72.9% |