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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 | $69,574 | $58,851+18.2% | $115,170-39.6% | $72,983-4.7% |
| Participation rate | 81.5% | 65.5%+15.9pp | 75.9%+5.6pp | 69.5%+12.0pp |
| Annual return | 5.09% | 23.16%-18.1pp | 35.60%-30.5pp | 81.01%-75.9pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,128 | $6,370-3.8% | $7,089-13.6% | $5,124+19.6% |