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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 | $134,922 | $100,262+34.6% | $81,370+65.8% | $145,897-7.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 15.10% | 34.52%-19.4pp | 24.85%-9.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $56 | $2,979-98.1% | $2,464-97.7% | $4,663-98.8% |
| Participant deferral / active EE | $6,297 | $4,612+36.5% | $3,885+62.1% | $6,689-5.9% |
| Admin fee / account holder | $2,393 | $8,163-70.7% | $5,749-58.4% | $13,390-82.1% |