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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 | $133,441 | $108,911+22.5% | $100,392+32.9% | $145,884-8.5% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 14.92% | 58.23%-43.3pp | 49.45%-34.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,580 | $8,459+48.7% | $8,090+55.5% | $6,690+88.1% |
| Admin fee / account holder | $18,719 | $9,698+93.0% | $7,904+136.8% | $13,392+39.8% |