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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 | $35,944 | $83,337-56.9% | $67,834-47.0% | $273,972-86.9% |
| Participation rate | 92.3% | 76.4%+15.9pp | 68.8%+23.5pp | 83.0%+9.3pp |
| Annual return | 4.99% | 259.45%-254.5pp | 138.47%-133.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $688 | $6,752-89.8% | $4,622-85.1% | $10,133-93.2% |