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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 | $156,398-63.6% | $147,318-61.3% | $138,895-59.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.58% | 78.75%-67.2pp | 70.43%-58.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $434 | $4,853-91.1% | $4,593-90.5% | $4,194-89.6% |
| Participant deferral / active EE | $13,700 | $8,237+66.3% | $7,906+73.3% | $6,396+114.2% |
| Admin fee / account holder | $11,807 | $14,976-21.2% | $13,708-13.9% | $12,562-6.0% |