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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 | $195,621 | $134,817+45.1% | $123,973+57.8% | $155,188+26.1% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.7%+0.3pp | 80.8%-3.9pp |
| Annual return | 12.48% | 515.49%-503.0pp | 388.13%-375.6pp | 148.84%-136.4pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $18,806 | $13,245+42.0% | $11,799+59.4% | $14,480+29.9% |