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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 | $103,861 | $160,028-35.1% | $147,080-29.4% | $145,884-28.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.38% | 98.60%-87.2pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,386 | $8,422+106.4% | $8,066+115.5% | $6,690+159.9% |
| Admin fee / account holder | $9,740 | $15,030-35.2% | $12,989-25.0% | $13,392-27.3% |