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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 | $8,949 | $109,967-91.9% | $97,197-90.8% | $145,877-93.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.62% | 244.27%-232.6pp | 75.47%-63.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $80 | $3,077-97.4% | $2,723-97.1% | $4,663-98.3% |
| Participant deferral / active EE | $7,351 | $4,676+57.2% | $4,263+72.4% | $6,691+9.9% |
| Admin fee / account holder | $824 | $6,199-86.7% | $5,637-85.4% | $13,402-93.9% |