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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $191,878 | $172,111+11.5% | $150,298+27.7% | $137,256+39.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.12% | 69.37%-66.3pp | 62.79%-59.7pp | 220.34%-217.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,985 | $6,166+94.4% | $5,453+119.8% | $6,407+87.1% |
| Admin fee / account holder | $22,344 | $16,471+35.7% | $14,116+58.3% | $12,270+82.1% |