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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 | $91,877 | $180,749-49.2% | $160,784-42.9% | $137,256-33.1% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 17.09% | 2234.46%-2217.4pp | 1803.92%-1786.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $420 | $4,155-89.9% | $3,733-88.8% | $4,156-89.9% |
| Participant deferral / active EE | $12,115 | $6,844+77.0% | $6,293+92.5% | $6,407+89.1% |
| Admin fee / account holder | $35,088 | $10,397+237.5% | $9,717+261.1% | $12,270+186.0% |