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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 | $135,885 | $217,432-37.5% | $185,849-26.9% | $167,536-18.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.09% | 148.42%-139.3pp | 122.10%-113.0pp | 478.82%-469.7pp |
| Employer contribution / active EE | $518 | $5,875-91.2% | $5,169-90.0% | $4,839-89.3% |
| Participant deferral / active EE | $9,100 | $6,357+43.1% | $5,569+63.4% | $6,342+43.5% |
| Admin fee / account holder | $494 | $19,818-97.5% | $16,244-97.0% | $12,315-96.0% |