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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 | $91,920 | $202,342-54.6% | $172,753-46.8% | $152,909-39.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.46% | 1029.88%-1011.4pp | 803.00%-784.5pp | 345.46%-327.0pp |
| Employer contribution / active EE | $461 | $5,857-92.1% | $5,144-91.0% | $4,764-90.3% |
| Participant deferral / active EE | $13,800 | $5,948+132.0% | $5,198+165.5% | $5,851+135.8% |
| Admin fee / account holder | $3,471 | $17,112-79.7% | $13,956-75.1% | $11,601-70.1% |