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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 | $30,011 | $165,361-81.9% | $149,715-80.0% | $158,950-81.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 55.54% | 348.24%-292.7pp | 276.66%-221.1pp | 302.91%-247.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $142,786 | $7,182+1888.2% | $6,842+1986.9% | $5,983+2286.6% |
| Admin fee / account holder | $5,193 | $10,808-52.0% | $9,310-44.2% | $11,248-53.8% |