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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 | $53,340 | $201,344-73.5% | $184,243-71.0% | $145,877-63.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.41% | 29.01%-14.6pp | 28.82%-14.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $587 | $7,022-91.6% | $6,427-90.9% | $4,663-87.4% |
| Participant deferral / active EE | $12,421 | $9,807+26.7% | $9,132+36.0% | $6,691+85.6% |
| Admin fee / account holder | $840 | $16,382-94.9% | $13,914-94.0% | $13,402-93.7% |