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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 | $38,706 | $111,878-65.4% | $93,727-58.7% | $145,897-73.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.05% | 204.28%-194.2pp | 133.83%-123.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,500 | $4,920+519.9% | $4,417+590.5% | $6,689+356.0% |
| Admin fee / account holder | $787 | $10,256-92.3% | $8,292-90.5% | $13,390-94.1% |