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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 | $31,670 | $45,050-29.7% | $63,018-49.7% | $70,126-54.8% |
| Participation rate | 75.7% | 69.5%+6.2pp | 74.8%+0.9pp | 69.5%+6.2pp |
| Annual return | 22.04% | 18.76%+3.3pp | 87.62%-65.6pp | 73.15%-51.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,189 | $2,834-22.8% | $3,601-39.2% | $4,645-52.9% |