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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 | $58,762 | $162,136-63.8% | $152,301-61.4% | $154,746-62.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.42% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $860 | $4,890-82.4% | $4,624-81.4% | $4,379-80.4% |
| Participant deferral / active EE | $2,754 | $8,341-67.0% | $8,004-65.6% | $6,730-59.1% |
| Admin fee / account holder | $17,006 | $15,759+7.9% | $14,398+18.1% | $14,365+18.4% |