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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 | $91,498 | $210,991-56.6% | $153,741-40.5% | $145,897-37.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.14% | 13.46%-6.3pp | 15.71%-8.6pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $6,057-100.0% | $5,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,062 | $7,979+26.1% | $6,757+48.9% | $6,689+50.4% |
| Admin fee / account holder | $71,726 | $19,490+268.0% | $12,749+462.6% | $13,390+435.7% |