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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 | $138,424 | $202,440-31.6% | $169,390-18.3% | $139,466-0.7% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 16.27% | 532.36%-516.1pp | 406.07%-389.8pp | 373.66%-357.4pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,691 | $6,940-32.4% | $6,222-24.6% | $6,712-30.1% |
| Admin fee / account holder | $14,427 | $10,722+34.6% | $9,015+60.0% | $11,409+26.5% |