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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 | $38,256 | $147,556-74.1% | $129,031-70.4% | $198,609-80.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 9.14% | 37.41%-28.3pp | 34.67%-25.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $55,273 | $5,760+859.7% | $5,217+959.5% | $6,977+692.2% |
| Admin fee / account holder | $53,520 | $15,467+246.0% | $13,208+305.2% | $19,030+181.2% |