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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 | $220,925 | $88,778+148.9% | $81,844+169.9% | $145,884+51.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.77% | 1033.03%-1007.3pp | 778.87%-753.1pp | 551.85%-526.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $30,500 | $4,648+556.2% | $4,323+605.5% | $6,690+355.9% |
| Admin fee / account holder | $11,139 | $8,430+32.1% | $7,355+51.4% | $13,392-16.8% |