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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 | $152,630 | $185,905-17.9% | $170,057-10.2% | $139,487+9.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.42% | 60.56%-54.1pp | 53.42%-47.0pp | 373.84%-367.4pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $21,006 | $11,627+80.7% | $10,411+101.8% | $6,713+212.9% |
| Admin fee / account holder | $32,649 | $15,397+112.1% | $12,826+154.6% | $11,407+186.2% |