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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 | $120,841 | $154,159-21.6% | $130,026-7.1% | $139,456-13.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.47% | 32.50%-16.0pp | -137.26%+153.7pp | 373.45%-357.0pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $81,919 | $6,710+1120.9% | $5,821+1307.4% | $6,711+1120.6% |
| Admin fee / account holder | $2,709 | $14,001-80.7% | $10,608-74.5% | $11,407-76.3% |