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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 | $133,627 | $118,708+12.6% | $98,920+35.1% | $158,982-15.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.22% | 372.49%-362.3pp | 196.47%-186.2pp | 302.99%-292.8pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $17,271 | $5,089+239.4% | $4,245+306.9% | $5,983+188.6% |
| Admin fee / account holder | $48,047 | $10,134+374.1% | $6,643+623.3% | $11,252+327.0% |