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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 | $152,020 | $157,296-3.4% | $141,191+7.7% | $152,897-0.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.58% | 64.34%-48.8pp | 71.41%-55.8pp | 345.43%-329.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,967 | $7,111+54.2% | $6,710+63.4% | $5,851+87.4% |
| Admin fee / account holder | $17,480 | $12,125+44.2% | $10,264+70.3% | $11,599+50.7% |