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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 | $56,958 | $154,228-63.1% | $145,433-60.8% | $137,256-58.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.58% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $434 | $4,804-91.0% | $4,554-90.5% | $4,156-89.5% |
| Participant deferral / active EE | $13,700 | $8,216+66.7% | $7,897+73.5% | $6,407+113.8% |
| Admin fee / account holder | $11,807 | $14,344-17.7% | $13,129-10.1% | $12,270-3.8% |