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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 | $110,164 | $88,778+24.1% | $81,844+34.6% | $145,884-24.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.94% | 1033.03%-1019.1pp | 778.87%-764.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,646 | $4,648-21.6% | $4,323-15.7% | $6,690-45.5% |
| Admin fee / account holder | $6,516 | $8,430-22.7% | $7,355-11.4% | $13,392-51.3% |