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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 | $242,586 | $160,059+51.6% | $140,019+73.3% | $135,380+79.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -6.52% | 911.48%-918.0pp | 651.17%-657.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,711 | $7,641-12.2% | $6,927-3.1% | $5,609+19.7% |
| Admin fee / account holder | $17,116 | $13,328+28.4% | $10,705+59.9% | $10,828+58.1% |