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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,652 | $201,344-43.1% | $184,243-37.8% | $145,877-21.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.59% | 29.01%-21.4pp | 28.82%-21.2pp | 551.28%-543.7pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $86,500 | $9,807+782.1% | $9,132+847.2% | $6,691+1192.9% |
| Admin fee / account holder | $210,521 | $16,382+1185.1% | $13,914+1413.1% | $13,402+1470.8% |