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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 | $162,756 | $155,555+4.6% | $146,866+10.8% | $155,188+4.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.67% | 115.41%-104.7pp | 102.85%-92.2pp | 148.84%-138.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $41,043 | $8,044+410.2% | $7,759+429.0% | $6,531+528.4% |
| Admin fee / account holder | $477,288 | $14,755+3134.7% | $13,620+3404.3% | $14,480+3196.2% |