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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 | $74,752 | $196,972-62.0% | $182,262-59.0% | $198,609-62.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.70% | 158.27%-141.6pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,600 | $8,643-23.6% | $8,276-20.3% | $6,977-5.4% |
| Admin fee / account holder | $26,720 | $18,429+45.0% | $16,712+59.9% | $19,030+40.4% |