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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 | $140,897 | $227,597-38.1% | $189,575-25.7% | $167,536-15.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 11.91% | 78.44%-66.5pp | 64.19%-52.3pp | 478.82%-466.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,894 | $7,002+27.0% | $6,174+44.1% | $6,342+40.2% |
| Admin fee / account holder | $8,037 | $11,877-32.3% | $9,806-18.0% | $12,315-34.7% |