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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 | $242,082 | $113,941+112.5% | $94,229+156.9% | $125,389+93.1% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | 1.23% | 5.29%-4.1pp | 10.68%-9.5pp | 282.24%-281.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,933 | $8,392+18.4% | $6,269+58.4% | $9,541+4.1% |