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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 | $42,707 | $196,972-78.3% | $182,262-76.6% | $198,609-78.5% |
| Participation rate | 81.8% | 85.7%-3.9pp | 84.2%-2.4pp | 82.4%-0.6pp |
| Annual return | 14.17% | 158.27%-144.1pp | 140.60%-126.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,033 | $8,643+16.1% | $8,276+21.2% | $6,977+43.8% |
| Admin fee / account holder | $9,991 | $18,429-45.8% | $16,712-40.2% | $19,030-47.5% |