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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 | $120,041 | $108,912+10.2% | $100,383+19.6% | $145,959-17.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.57% | 57.96%-40.4pp | 49.26%-31.7pp | 561.95%-544.4pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $26,750 | $8,451+216.5% | $8,086+230.8% | $6,689+299.9% |
| Admin fee / account holder | $3,575 | $9,690-63.1% | $7,900-54.7% | $13,398-73.3% |