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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 | $71,294 | $156,398-54.4% | $147,318-51.6% | $138,895-48.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.86% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,093 | $8,237+119.6% | $7,906+128.8% | $6,396+182.9% |
| Admin fee / account holder | $14,759 | $14,976-1.4% | $13,708+7.7% | $12,562+17.5% |