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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 | $34,225 | $178,174-80.8% | $156,181-78.1% | $137,256-75.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 14.89% | 84.19%-69.3pp | 64.87%-50.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $855 | $4,972-82.8% | $4,294-80.1% | $4,156-79.4% |
| Participant deferral / active EE | $4,875 | $6,888-29.2% | $6,132-20.5% | $6,407-23.9% |
| Admin fee / account holder | $4,802 | $17,404-72.4% | $14,586-67.1% | $12,270-60.9% |