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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 | $90,441 | $162,136-44.2% | $152,301-40.6% | $154,746-41.6% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 11.58% | 91.02%-79.4pp | 80.50%-68.9pp | 172.34%-160.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,996 | $8,341+19.8% | $8,004+24.9% | $6,730+48.5% |
| Admin fee / account holder | $237,726 | $15,759+1408.5% | $14,398+1551.1% | $14,365+1554.9% |