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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 | $129,898 | $165,361-21.4% | $149,715-13.2% | $158,950-18.3% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 10.80% | 348.24%-337.4pp | 276.66%-265.9pp | 302.91%-292.1pp |
| Employer contribution / active EE | $601 | $5,103-88.2% | $4,645-87.1% | $4,762-87.4% |
| Participant deferral / active EE | $13,181 | $7,182+83.5% | $6,842+92.6% | $5,983+120.3% |
| Admin fee / account holder | $29,154 | $10,808+169.7% | $9,310+213.2% | $11,248+159.2% |