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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 | $114,042 | $223,823-49.0% | $211,142-46.0% | $154,746-26.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.23% | 50.39%-32.2pp | 46.84%-28.6pp | 172.34%-154.1pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $23,500 | $9,750+141.0% | $9,284+153.1% | $6,730+249.2% |
| Admin fee / account holder | $3,204 | $19,707-83.7% | $19,076-83.2% | $14,365-77.7% |