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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 | $88,183 | $138,072-36.1% | $123,549-28.6% | $135,382-34.9% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | 5.82% | 153.69%-147.9pp | 119.20%-113.4pp | 519.77%-513.9pp |
| Employer contribution / active EE | $137 | $5,152-97.3% | $4,628-97.0% | $4,779-97.1% |
| Participant deferral / active EE | $10,632 | $6,799+56.4% | $6,426+65.5% | $5,609+89.6% |
| Admin fee / account holder | $15,244 | $10,917+39.6% | $9,284+64.2% | $10,829+40.8% |