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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 | $149,597 | $108,825+37.5% | $156,181-4.2% | $82,448+81.4% |
| Participation rate | 96.3% | 72.4%+23.9pp | 78.8%+17.5pp | 68.1%+28.2pp |
| Annual return | 12.45% | 20.59%-8.1pp | 64.87%-52.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,051 | $9,341-78.0% | $14,586-85.9% | $7,234-71.6% |