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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 | $103,839 | $211,288-50.9% | $178,540-41.8% | $145,884-28.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.31% | 30.27%-7.0pp | 27.15%-3.8pp | 551.85%-528.5pp |
| Employer contribution / active EE | $523 | $4,574-88.6% | $3,953-86.8% | $4,662-88.8% |
| Participant deferral / active EE | $4,063 | $6,967-41.7% | $6,281-35.3% | $6,690-39.3% |
| Admin fee / account holder | $41,969 | $12,105+246.7% | $10,424+302.6% | $13,392+213.4% |