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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 | $42,589 | $211,105-79.8% | $178,449-76.1% | $145,978-70.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.10% | 30.19%-25.1pp | 27.09%-22.0pp | 550.52%-545.4pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $51,079 | $6,959+634.0% | $6,277+713.8% | $6,690+663.6% |
| Admin fee / account holder | $219,568 | $12,017+1727.1% | $10,362+2019.0% | $13,400+1538.5% |