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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 | $207,145 | $157,296+31.7% | $141,191+46.7% | $152,897+35.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.82% | 64.34%-40.5pp | 71.41%-47.6pp | 345.43%-321.6pp |
| Employer contribution / active EE | $390 | $5,262-92.6% | $4,736-91.8% | $4,764-91.8% |
| Participant deferral / active EE | $8,860 | $7,111+24.6% | $6,710+32.0% | $5,851+51.4% |
| Admin fee / account holder | $6,174 | $12,125-49.1% | $10,264-39.8% | $11,599-46.8% |