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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 | $112,843 | $160,059-29.5% | $140,019-19.4% | $135,382-16.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.43% | 911.44%-909.0pp | 651.15%-648.7pp | 519.77%-517.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $232,377 | $7,641+2941.3% | $6,927+3254.9% | $5,609+4043.0% |
| Admin fee / account holder | $1,132 | $13,328-91.5% | $10,705-89.4% | $10,829-89.5% |